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 | $34,131 | $115,882-70.5% | $100,516-66.0% | $158,922-78.5% |
| Participation rate | 81.3% | 81.6%-0.3pp | 79.4%+1.8pp | 82.0%-0.7pp |
| Annual return | 11.26% | 34.79%-23.5pp | 30.89%-19.6pp | 302.83%-291.6pp |
| Employer contribution / active EE | $681 | $4,103-83.4% | $3,418-80.1% | $4,761-85.7% |
| Participant deferral / active EE | $1,686 | $6,674-74.7% | $6,270-73.1% | $5,982-71.8% |
| Admin fee / account holder | $5,384 | $10,995-51.0% | $8,081-33.4% | $11,246-52.1% |