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 | $38,835 | $70,428-44.9% | $96,562-59.8% | $85,850-54.8% |
| Participation rate | 91.7% | 61.8%+29.9pp | 69.8%+21.9pp | 69.3%+22.4pp |
| Annual return | 12.32% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $594 | $1,413-58.0% | $2,356-74.8% | $2,565-76.9% |
| Participant deferral / active EE | $878 | $2,894-69.6% | $3,849-77.2% | $3,952-77.8% |
| Admin fee / account holder | $837 | $4,997-83.2% | $6,181-86.5% | $6,260-86.6% |