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 9-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 | $26,850 | $91,190-70.6% | $178,490-85.0% | $79,858-66.4% |
| Participation rate | 76.4% | 69.2%+7.2pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 10.24% | 24.19%-13.9pp | 151.07%-140.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $410 | $3,256-87.4% | $5,011-91.8% | $2,471-83.4% |
| Participant deferral / active EE | $559 | $3,236-82.7% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $1,442 | $6,751-78.6% | $13,984-89.7% | $5,306-72.8% |