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 | $13,852 | $81,248-83.0% | $155,509-91.1% | $80,856-82.9% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 24.22% | 33.31%-9.1pp | 64.67%-40.4pp | 35.59%-11.4pp |
| Employer contribution / active EE | $605 | $3,100-80.5% | $4,672-87.1% | $2,755-78.0% |
| Participant deferral / active EE | $579 | $3,452-83.2% | $5,626-89.7% | $4,296-86.5% |
| Admin fee / account holder | $4,644 | $7,997-41.9% | $15,912-70.8% | $6,918-32.9% |