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 | $38,277 | $104,251-63.3% | $91,001-57.9% | $147,584-74.1% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 9.64% | 27.06%-17.4pp | 4.60%+5.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $644 | $3,116-79.3% | $2,456-73.8% | $4,876-86.8% |
| Participant deferral / active EE | $746 | $4,195-82.2% | $3,547-79.0% | $5,439-86.3% |
| Admin fee / account holder | $26,961 | $8,948+201.3% | $5,417+397.7% | $10,885+147.7% |