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 | $21,756 | $54,541-60.1% | $78,778-72.4% | $70,131-69.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 13.86% | 21.07%-7.2pp | 35.62%-21.8pp | 73.14%-59.3pp |
| Employer contribution / active EE | $306 | $1,089-71.9% | $1,986-84.6% | $2,342-86.9% |
| Participant deferral / active EE | $748 | $2,210-66.2% | $2,958-74.7% | $3,332-77.6% |
| Admin fee / account holder | $2,251 | $3,709-39.3% | $5,134-56.2% | $4,645-51.5% |