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 | $26,340 | $78,520-66.5% | $96,576-72.7% | $82,448-68.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 16.82% | 41.30%-24.5pp | 38.47%-21.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $344 | $2,630-86.9% | $3,553-90.3% | $2,551-86.5% |
| Participant deferral / active EE | $903 | $6,754-86.6% | $7,956-88.7% | $4,139-78.2% |
| Admin fee / account holder | $956 | $13,455-92.9% | $11,381-91.6% | $7,234-86.8% |