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 | $29,986 | $80,717-62.9% | $154,803-80.6% | $84,808-64.6% |
| Participation rate | 75.9% | 66.8%+9.1pp | 78.1%-2.2pp | 68.3%+7.6pp |
| Annual return | 14.19% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,528 | $2,761-44.7% | $4,305-64.5% | $2,631-41.9% |
| Participant deferral / active EE | $713 | $3,303-78.4% | $5,540-87.1% | $4,212-83.1% |
| Admin fee / account holder | $904 | $6,746-86.6% | $14,329-93.7% | $7,344-87.7% |