See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,640 | $45,035-67.5% | $62,995-76.8% | $70,131-79.1% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 11.73% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $664 | $2,051-67.6% | $2,759-75.9% | $2,342-71.6% |
| Participant deferral / active EE | $290 | $2,465-88.2% | $3,329-91.3% | $3,332-91.3% |
| Admin fee / account holder | $5,197 | $2,834+83.3% | $3,600+44.3% | $4,645+11.9% |