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 | $29,426 | $77,813-62.2% | $123,544-76.2% | $64,186-54.2% |
| Participation rate | 71.1% | 74.7%-3.7pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | 9.14% | 12.48%-3.3pp | 119.20%-110.1pp | 7.63%+1.5pp |
| Employer contribution / active EE | $560 | $3,014-81.4% | $4,628-87.9% | $2,381-76.5% |
| Participant deferral / active EE | $1,143 | $5,240-78.2% | $6,426-82.2% | $3,470-67.1% |
| Admin fee / account holder | $317 | $5,519-94.3% | $9,284-96.6% | $4,888-93.5% |