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 | $20,345 | $45,073-54.9% | $69,455-70.7% | $72,985-72.1% |
| Participation rate | 71.9% | 68.5%+3.4pp | 74.6%-2.7pp | 69.5%+2.4pp |
| Annual return | 23.20% | 22.65%+0.6pp | 28.97%-5.8pp | 81.00%-57.8pp |
| Employer contribution / active EE | $526 | $2,054-74.4% | $2,779-81.1% | $2,440-78.5% |
| Participant deferral / active EE | $620 | $2,602-76.2% | $3,535-82.5% | $3,607-82.8% |
| Admin fee / account holder | $875 | $3,056-71.4% | $3,839-77.2% | $5,124-82.9% |