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 | $33,767 | $91,552-63.1% | $133,956-74.8% | $79,858-57.7% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.0pp |
| Annual return | 15.95% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $684 | $2,384-71.3% | $3,919-82.6% | $2,471-72.3% |
| Participant deferral / active EE | $1,403 | $3,733-62.4% | $5,048-72.2% | $3,740-62.5% |
| Admin fee / account holder | $2,111 | $6,321-66.6% | $8,927-76.3% | $5,306-60.2% |