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 | $14,623 | $91,190-84.0% | $178,490-91.8% | $79,858-81.7% |
| Participation rate | 87.5% | 69.2%+18.3pp | 81.9%+5.6pp | 69.6%+17.9pp |
| Annual return | 25.55% | 24.19%+1.4pp | 151.07%-125.5pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,122 | $3,256-65.5% | $5,011-77.6% | $2,471-54.6% |
| Participant deferral / active EE | $757 | $3,236-76.6% | $5,202-85.5% | $3,740-79.8% |
| Admin fee / account holder | $1,862 | $6,751-72.4% | $13,984-86.7% | $5,306-64.9% |