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 | $16,601 | $53,018-68.7% | $70,014-76.3% | $62,891-73.6% |
| Participation rate | 73.5% | 67.2%+6.3pp | 71.8%+1.7pp | 69.3%+4.2pp |
| Annual return | 8.28% | 13.35%-5.1pp | 12.99%-4.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $390 | $1,799-78.3% | $2,338-83.3% | $2,281-82.9% |
| Participant deferral / active EE | $780 | $2,395-67.4% | $2,931-73.4% | $3,203-75.6% |
| Admin fee / account holder | $480 | $3,690-87.0% | $4,380-89.0% | $4,296-88.8% |