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 | $35,010 | $80,968-56.8% | $96,544-63.7% | $75,163-53.4% |
| Participation rate | 80.4% | 71.8%+8.7pp | 76.0%+4.5pp | 67.2%+13.2pp |
| Annual return | 19.62% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $839 | $2,282-63.2% | $2,965-71.7% | $2,670-68.6% |
| Participant deferral / active EE | $938 | $3,928-76.1% | $4,851-80.7% | $4,125-77.3% |
| Admin fee / account holder | $4,300 | $6,724-36.1% | $8,252-47.9% | $5,651-23.9% |