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 | $31,441 | $78,705-60.1% | $117,854-73.3% | $70,131-55.2% |
| Participation rate | 76.6% | 73.2%+3.4pp | 79.7%-3.1pp | 69.5%+7.1pp |
| Annual return | 12.89% | 23.30%-10.4pp | 335.08%-322.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $501 | $2,223-77.4% | $3,786-86.8% | $2,342-78.6% |
| Participant deferral / active EE | $1,060 | $3,297-67.9% | $4,482-76.3% | $3,332-68.2% |
| Admin fee / account holder | $2,931 | $5,065-42.1% | $8,020-63.4% | $4,645-36.9% |