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 | $29,419 | $52,279-43.7% | $89,391-67.1% | $79,858-63.2% |
| Participation rate | 75.4% | 57.5%+17.8pp | 68.0%+7.4pp | 69.6%+5.8pp |
| Annual return | 11.90% | 22.16%-10.3pp | 245.62%-233.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $379 | $1,572-75.9% | $2,586-85.3% | $2,471-84.7% |
| Participant deferral / active EE | $140 | $2,740-94.9% | $3,890-96.4% | $3,740-96.3% |
| Admin fee / account holder | $327 | $3,356-90.3% | $4,881-93.3% | $5,306-93.8% |