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 | $29,450 | $127,777-77.0% | $106,548-72.4% | $167,490-82.4% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 13.10% | 33.87%-20.8pp | 26.80%-13.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $856 | $3,427-75.0% | $2,819-69.6% | $4,837-82.3% |
| Participant deferral / active EE | $1,021 | $5,087-79.9% | $4,398-76.8% | $6,341-83.9% |
| Admin fee / account holder | $19,276 | $11,228+71.7% | $7,407+160.2% | $12,309+56.6% |