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 | $33,708 | $58,512-42.4% | $84,015-59.9% | $72,985-53.8% |
| Participation rate | 79.5% | 61.2%+18.3pp | 69.0%+10.5pp | 69.5%+10.1pp |
| Annual return | 23.72% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $455 | $1,163-60.9% | $1,983-77.0% | $2,440-81.3% |
| Participant deferral / active EE | $482 | $2,394-79.9% | $3,239-85.1% | $3,607-86.7% |
| Admin fee / account holder | $686 | $4,569-85.0% | $6,101-88.8% | $5,124-86.6% |