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 | $23,144 | $64,348-64.0% | $90,160-74.3% | $70,131-67.0% |
| Participation rate | 92.5% | 70.4%+22.0pp | 76.9%+15.6pp | 69.5%+22.9pp |
| Annual return | 17.83% | 28.13%-10.3pp | 34.88%-17.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,614 | $2,046-21.1% | $3,318-51.4% | $2,342-31.1% |
| Participant deferral / active EE | $1,547 | $4,389-64.7% | $5,288-70.7% | $3,332-53.6% |
| Admin fee / account holder | $1,337 | $3,944-66.1% | $5,943-77.5% | $4,645-71.2% |