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 | $29,826 | $45,035-33.8% | $62,995-52.7% | $70,131-57.5% |
| Participation rate | 94.6% | 69.5%+25.1pp | 74.8%+19.8pp | 69.5%+25.1pp |
| Annual return | 12.42% | 18.76%-6.3pp | 87.57%-75.2pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,262 | $2,051-38.5% | $2,759-54.3% | $2,342-46.1% |
| Participant deferral / active EE | $221 | $2,465-91.0% | $3,329-93.4% | $3,332-93.4% |
| Admin fee / account holder | $1,049 | $2,834-63.0% | $3,600-70.9% | $4,645-77.4% |