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 | $30,095 | $58,828-48.8% | $77,999-61.4% | $62,891-52.1% |
| Participation rate | 87.4% | 71.1%+16.3pp | 75.5%+11.8pp | 69.3%+18.1pp |
| Annual return | 6.42% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $818 | $1,672-51.1% | $2,470-66.9% | $2,281-64.1% |
| Participant deferral / active EE | $1,060 | $2,686-60.5% | $3,497-69.7% | $3,203-66.9% |
| Admin fee / account holder | $1,693 | $4,393-61.5% | $5,480-69.1% | $4,296-60.6% |