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 | $23,029 | $77,813-70.4% | $123,544-81.4% | $64,186-64.1% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | 2.89% | 12.48%-9.6pp | 119.20%-116.3pp | 7.63%-4.7pp |
| Employer contribution / active EE | $734 | $3,014-75.7% | $4,628-84.1% | $2,381-69.2% |
| Participant deferral / active EE | $878 | $5,240-83.2% | $6,426-86.3% | $3,470-74.7% |
| Admin fee / account holder | $8,619 | $5,519+56.2% | $9,284-7.2% | $4,888+76.3% |