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 | $65,413 | $138,347-52.7% | $184,203-64.5% | $80,856-19.1% |
| Participation rate | 77.5% | 83.9%-6.4pp | 86.8%-9.3pp | 67.6%+9.9pp |
| Annual return | 11.61% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,945 | $4,850-59.9% | $6,427-69.7% | $2,755-29.4% |
| Participant deferral / active EE | $2,908 | $7,071-58.9% | $9,131-68.1% | $4,296-32.3% |
| Admin fee / account holder | $6,222 | $10,483-40.6% | $13,901-55.2% | $6,918-10.1% |