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 | $16,909 | $52,580-67.8% | $71,671-76.4% | $70,131-75.9% |
| Participation rate | 83.6% | 60.9%+22.8pp | 68.7%+14.9pp | 69.5%+14.1pp |
| Annual return | 14.32% | 20.25%-5.9pp | 20.65%-6.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $881 | $1,616-45.5% | $2,460-64.2% | $2,342-62.4% |
| Participant deferral / active EE | $528 | $2,386-77.9% | $3,438-84.6% | $3,332-84.1% |
| Admin fee / account holder | $2,030 | $3,653-44.4% | $5,558-63.5% | $4,645-56.3% |