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 | $38,120 | $77,503-50.8% | $100,391-62.0% | $80,856-52.9% |
| Participation rate | 82.3% | 76.9%+5.3pp | 81.5%+0.8pp | 67.6%+14.7pp |
| Annual return | 12.33% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $480 | $2,801-82.8% | $3,942-87.8% | $2,755-82.6% |
| Participant deferral / active EE | $1,777 | $6,820-73.9% | $8,082-78.0% | $4,296-58.6% |
| Admin fee / account holder | $10,788 | $5,897+82.9% | $7,899+36.6% | $6,918+55.9% |