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 | $38,167 | $83,908-54.5% | $68,509-44.3% | $125,391-69.6% |
| Participation rate | 73.3% | 78.2%-4.8pp | 74.7%-1.4pp | 83.2%-9.9pp |
| Annual return | 1.18% | 14.48%-13.3pp | 8.27%-7.1pp | 282.22%-281.0pp |
| Employer contribution / active EE | $1,271 | $3,031-58.1% | $2,278-44.2% | $4,866-73.9% |
| Participant deferral / active EE | $421 | $4,125-89.8% | $3,382-87.6% | $5,352-92.1% |
| Admin fee / account holder | $4,468 | $8,982-50.3% | $5,275-15.3% | $9,540-53.2% |