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 | $24,927 | $89,355-72.1% | $141,162-82.3% | $72,985-65.8% |
| Participation rate | 70.8% | 75.1%-4.3pp | 82.5%-11.6pp | 69.5%+1.3pp |
| Annual return | 19.66% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $812 | $3,114-73.9% | $4,735-82.9% | $2,440-66.7% |
| Participant deferral / active EE | $1,249 | $5,418-77.0% | $6,709-81.4% | $3,607-65.4% |
| Admin fee / account holder | $881 | $5,958-85.2% | $10,261-91.4% | $5,124-82.8% |