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 7-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 | $11,185 | $77,899-85.6% | $149,673-92.5% | $75,163-85.1% |
| Participation rate | 76.9% | 65.6%+11.3pp | 78.8%-1.8pp | 67.2%+9.7pp |
| Annual return | 16.66% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $769 | $3,137-75.5% | $4,818-84.0% | $2,670-71.2% |
| Participant deferral / active EE | $729 | $3,411-78.6% | $5,680-87.2% | $4,125-82.3% |
| Admin fee / account holder | $1,257 | $5,956-78.9% | $13,210-90.5% | $5,651-77.7% |