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 | $33,634 | $85,766-60.8% | $136,294-75.3% | $70,131-52.0% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.0pp | 69.5%+11.3pp |
| Annual return | 17.60% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $935 | $2,966-68.5% | $4,695-80.1% | $2,342-60.1% |
| Participant deferral / active EE | $1,839 | $5,051-63.6% | $6,247-70.6% | $3,332-44.8% |
| Admin fee / account holder | $3,888 | $5,420-28.3% | $9,243-57.9% | $4,645-16.3% |