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 | $16,035 | $53,127-69.8% | $86,590-81.5% | $70,131-77.1% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.9pp | 69.5%+27.9pp |
| Annual return | 26.68% | 27.66%-1.0pp | 964.84%-938.2pp | 73.14%-46.5pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $2,839-83.5% | $2,342-80.1% |
| Participant deferral / active EE | $529 | $2,696-80.4% | $3,609-85.3% | $3,332-84.1% |
| Admin fee / account holder | $2,450 | $3,585-31.7% | $4,906-50.0% | $4,645-47.2% |