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 | $62,985 | $95,803-34.3% | $113,168-44.3% | $84,808-25.7% |
| Participation rate | 90.2% | 72.9%+17.4pp | 76.6%+13.7pp | 68.3%+21.9pp |
| Annual return | 12.31% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $712 | $2,360-69.8% | $2,975-76.1% | $2,631-72.9% |
| Participant deferral / active EE | $880 | $4,242-79.3% | $5,107-82.8% | $4,212-79.1% |
| Admin fee / account holder | $5,755 | $8,989-36.0% | $12,068-52.3% | $7,344-21.6% |