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 | $31,707 | $127,777-75.2% | $106,548-70.2% | $167,490-81.1% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 12.07% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $693 | $3,427-79.8% | $2,819-75.4% | $4,837-85.7% |
| Participant deferral / active EE | $1,011 | $5,087-80.1% | $4,398-77.0% | $6,341-84.1% |
| Admin fee / account holder | $561 | $11,228-95.0% | $7,407-92.4% | $12,309-95.4% |