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 | $21,248 | $81,248-73.8% | $155,509-86.3% | $80,856-73.7% |
| Participation rate | 73.1% | 66.2%+6.8pp | 78.2%-5.1pp | 67.6%+5.4pp |
| Annual return | 14.15% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $622 | $3,100-79.9% | $4,672-86.7% | $2,755-77.4% |
| Participant deferral / active EE | $747 | $3,452-78.3% | $5,626-86.7% | $4,296-82.6% |
| Admin fee / account holder | $4,088 | $7,997-48.9% | $15,912-74.3% | $6,918-40.9% |