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 | $46,904 | $93,571-49.9% | $135,903-65.5% | $75,163-37.6% |
| Participation rate | 77.1% | 75.2%+1.9pp | 81.9%-4.8pp | 67.2%+9.9pp |
| Annual return | 19.58% | 30.90%-11.3pp | 68.23%-48.7pp | 160.62%-141.0pp |
| Employer contribution / active EE | $810 | $3,537-77.1% | $4,856-83.3% | $2,670-69.7% |
| Participant deferral / active EE | $2,471 | $6,404-61.4% | $7,758-68.2% | $4,125-40.1% |
| Admin fee / account holder | $466 | $6,975-93.3% | $10,762-95.7% | $5,651-91.7% |