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 | $33,564 | $90,503-62.9% | $78,689-57.3% | $273,961-87.7% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 6.01% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $112 | $3,176-96.5% | $2,851-96.1% | $4,869-97.7% |
| Participant deferral / active EE | $447 | $3,901-88.5% | $3,517-87.3% | $5,287-91.5% |
| Admin fee / account holder | $510 | $5,263-90.3% | $4,510-88.7% | $10,132-95.0% |