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 | $26,351 | $63,355-58.4% | $91,989-71.4% | $72,985-63.9% |
| Participation rate | 76.9% | 72.5%+4.4pp | 78.6%-1.7pp | 69.5%+7.4pp |
| Annual return | 25.38% | 35.35%-10.0pp | 69.02%-43.6pp | 81.00%-55.6pp |
| Employer contribution / active EE | $530 | $2,116-74.9% | $3,452-84.6% | $2,440-78.3% |
| Participant deferral / active EE | $2,106 | $4,883-56.9% | $5,923-64.4% | $3,607-41.6% |
| Admin fee / account holder | $1,302 | $4,668-72.1% | $7,743-83.2% | $5,124-74.6% |