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 | $73,557 | $140,588-47.7% | $123,104-40.2% | $125,391-41.3% |
| Participation rate | 70.0% | 88.2%-18.2pp | 86.8%-16.8pp | 83.2%-13.2pp |
| Annual return | 0.16% | 16.80%-16.6pp | 13.22%-13.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,946 | $6,041-67.8% | $5,151-62.2% | $4,866-60.0% |
| Participant deferral / active EE | $2,261 | $6,980-67.6% | $6,230-63.7% | $5,352-57.8% |
| Admin fee / account holder | $724 | $11,198-93.5% | $9,015-92.0% | $9,540-92.4% |