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 | $54,686 | $76,552-28.6% | $123,892-55.9% | $62,891-13.0% |
| Participation rate | 70.2% | 73.0%-2.8pp | 81.4%-11.2pp | 69.3%+0.9pp |
| Annual return | 7.40% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $949 | $2,883-67.1% | $4,617-79.5% | $2,281-58.4% |
| Participant deferral / active EE | $1,638 | $4,840-66.2% | $5,984-72.6% | $3,203-48.9% |
| Admin fee / account holder | $1,171 | $4,826-75.7% | $8,357-86.0% | $4,296-72.7% |