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 | $19,287 | $81,248-76.3% | $155,509-87.6% | $80,856-76.1% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.6%+9.3pp |
| Annual return | 13.01% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $892 | $3,100-71.2% | $4,672-80.9% | $2,755-67.6% |
| Participant deferral / active EE | $659 | $3,452-80.9% | $5,626-88.3% | $4,296-84.7% |
| Admin fee / account holder | $1,034 | $7,997-87.1% | $15,912-93.5% | $6,918-85.1% |