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 | $20,463 | $46,869-56.3% | $122,332-83.3% | $70,131-70.8% |
| Participation rate | 88.0% | 58.2%+29.8pp | 71.6%+16.4pp | 69.5%+18.5pp |
| Annual return | 15.21% | 24.22%-9.0pp | 30.27%-15.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $732 | $2,166-66.2% | $3,287-77.7% | $3,332-78.0% |
| Admin fee / account holder | $962 | $3,322-71.0% | $5,478-82.4% | $4,645-79.3% |