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 | $30,343 | $76,552-60.4% | $123,892-75.5% | $62,891-51.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.71% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $759 | $2,883-73.7% | $4,617-83.6% | $2,281-66.7% |
| Participant deferral / active EE | $1,387 | $4,840-71.3% | $5,984-76.8% | $3,203-56.7% |
| Admin fee / account holder | $498 | $4,826-89.7% | $8,357-94.0% | $4,296-88.4% |