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 | $62,551 | $91,552-31.7% | $133,956-53.3% | $79,858-21.7% |
| Participation rate | 91.5% | 73.3%+18.2pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | 18.35% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $886 | $2,384-62.8% | $3,919-77.4% | $2,471-64.1% |
| Participant deferral / active EE | $832 | $3,733-77.7% | $5,048-83.5% | $3,740-77.8% |
| Admin fee / account holder | $944 | $6,321-85.1% | $8,927-89.4% | $5,306-82.2% |