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 | $20,218 | $72,012-71.9% | $185,823-89.1% | $79,858-74.7% |
| Participation rate | 88.6% | 65.8%+22.9pp | 78.0%+10.6pp | 69.6%+19.0pp |
| Annual return | 13.56% | 23.12%-9.6pp | 35.95%-22.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,227 | $1,965-37.5% | $4,087-70.0% | $2,471-50.3% |
| Participant deferral / active EE | $819 | $3,779-78.3% | $5,632-85.5% | $3,740-78.1% |
| Admin fee / account holder | $392 | $4,513-91.3% | $9,500-95.9% | $5,306-92.6% |