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 | $21,016 | $65,365-67.8% | $92,893-77.4% | $72,985-71.2% |
| Participation rate | 76.7% | 68.3%+8.4pp | 76.0%+0.7pp | 69.5%+7.3pp |
| Annual return | 19.99% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $949 | $2,594-63.4% | $3,653-74.0% | $2,440-61.1% |
| Participant deferral / active EE | $1,264 | $3,128-59.6% | $4,236-70.2% | $3,607-64.9% |
| Admin fee / account holder | $4,687 | $4,251+10.2% | $5,794-19.1% | $5,124-8.5% |