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 | $37,168 | $86,929-57.2% | $102,423-63.7% | $80,856-54.0% |
| Participation rate | 80.4% | 72.4%+8.1pp | 76.5%+3.9pp | 67.6%+12.8pp |
| Annual return | 18.73% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $866 | $2,369-63.5% | $3,023-71.4% | $2,755-68.6% |
| Participant deferral / active EE | $888 | $4,118-78.4% | $5,053-82.4% | $4,296-79.3% |
| Admin fee / account holder | $1,702 | $8,049-78.8% | $9,451-82.0% | $6,918-75.4% |