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 | $10,229 | $45,343-77.4% | $150,298-93.2% | $67,986-85.0% |
| Participation rate | 82.7% | 51.9%+30.8pp | 77.8%+4.9pp | 57.2%+25.5pp |
| Annual return | 12.54% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $1,495 | $1,462+2.3% | $4,154-64.0% | $2,019-26.0% |
| Participant deferral / active EE | $339 | $2,055-83.5% | $5,453-93.8% | $3,358-89.9% |
| Admin fee / account holder | $2,451 | $2,250+8.9% | $14,116-82.6% | $3,203-23.5% |