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 | $15,217 | $117,381-87.0% | $99,443-84.7% | $152,861-90.0% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.4%-9.1pp |
| Annual return | 16.23% | 31.87%-15.6pp | 30.72%-14.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $459 | $3,013-84.8% | $2,540-81.9% | $4,762-90.4% |
| Participant deferral / active EE | $254 | $4,086-93.8% | $3,619-93.0% | $5,850-95.7% |
| Admin fee / account holder | $6,730 | $7,631-11.8% | $6,250+7.7% | $11,596-42.0% |