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 | $49,915-79.5% | $154,803-93.4% | $74,304-86.2% |
| Participation rate | 82.7% | 54.0%+28.7pp | 78.1%+4.6pp | 60.3%+22.3pp |
| Annual return | 12.54% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,495 | $1,611-7.2% | $4,305-65.3% | $2,241-33.3% |
| Participant deferral / active EE | $339 | $2,255-85.0% | $5,540-93.9% | $3,767-91.0% |
| Admin fee / account holder | $2,451 | $2,189+12.0% | $14,329-82.9% | $2,969-17.4% |