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 | $58,279 | $69,477-16.1% | $94,646-38.4% | $71,457-18.4% |
| Participation rate | 74.0% | 78.4%-4.4pp | 80.8%-6.8pp | 67.9%+6.1pp |
| Annual return | 17.19% | 29.66%-12.5pp | 156.71%-139.5pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,126 | $2,853-60.5% | $3,672-69.3% | $2,588-56.5% |
| Participant deferral / active EE | $2,603 | $7,345-64.6% | $7,418-64.9% | $4,289-39.3% |
| Admin fee / account holder | $8,908 | $1,210+636.4% | $7,231+23.2% | $1,587+461.2% |