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 | $15,034 | $172,111-91.3% | $150,298-90.0% | $137,256-89.0% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 34.56% | 69.37%-34.8pp | 62.79%-28.2pp | 220.34%-185.8pp |
| Employer contribution / active EE | $866 | $4,636-81.3% | $4,154-79.1% | $4,156-79.2% |
| Participant deferral / active EE | $513 | $6,166-91.7% | $5,453-90.6% | $6,407-92.0% |
| Admin fee / account holder | $6,379 | $16,471-61.3% | $14,116-54.8% | $12,270-48.0% |