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 | $43,724 | $67,606-35.3% | $82,313-46.9% | $70,131-37.7% |
| Participation rate | 81.1% | 72.8%+8.4pp | 76.9%+4.2pp | 69.5%+11.6pp |
| Annual return | 14.26% | 21.57%-7.3pp | 25.88%-11.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $529 | $1,755-69.9% | $2,428-78.2% | $2,342-77.4% |
| Participant deferral / active EE | $177 | $2,987-94.1% | $3,706-95.2% | $3,332-94.7% |
| Admin fee / account holder | $3,613 | $4,512-19.9% | $5,608-35.6% | $4,645-22.2% |