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 | $27,639 | $74,927-63.1% | $101,794-72.8% | $84,808-67.4% |
| Participation rate | 76.0% | 61.4%+14.6pp | 69.2%+6.8pp | 68.3%+7.7pp |
| Annual return | 12.66% | 18.70%-6.0pp | 30.53%-17.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $875 | $1,522-42.5% | $2,289-61.8% | $2,631-66.7% |
| Participant deferral / active EE | $1,020 | $3,099-67.1% | $4,084-75.0% | $4,212-75.8% |
| Admin fee / account holder | $795 | $6,514-87.8% | $8,777-90.9% | $7,344-89.2% |