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 | $34,256 | $78,705-56.5% | $117,854-70.9% | $70,131-51.2% |
| Participation rate | 86.4% | 73.2%+13.2pp | 79.7%+6.8pp | 69.5%+16.9pp |
| Annual return | 16.69% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $588 | $2,223-73.6% | $3,786-84.5% | $2,342-74.9% |
| Participant deferral / active EE | $1,454 | $3,297-55.9% | $4,482-67.6% | $3,332-56.4% |
| Admin fee / account holder | $1,883 | $5,065-62.8% | $8,020-76.5% | $4,645-59.5% |