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 | $33,411 | $69,010-51.6% | $159,960-79.1% | $68,494-51.2% |
| Participation rate | 90.2% | 65.4%+24.8pp | 78.0%+12.3pp | 67.9%+22.4pp |
| Annual return | 11.43% | -9.65%+21.1pp | 408.60%-397.2pp | -7.84%+19.3pp |
| Employer contribution / active EE | $732 | $2,213-66.9% | $4,226-82.7% | $2,596-71.8% |
| Participant deferral / active EE | $983 | $4,212-76.7% | $6,182-84.1% | $4,027-75.6% |
| Admin fee / account holder | $927 | $4,798-80.7% | $8,698-89.3% | $5,403-82.8% |