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 | $28,694 | $81,248-64.7% | $155,509-81.5% | $80,856-64.5% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 12.79% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,972 | $3,100-4.1% | $4,672-36.4% | $2,755+7.9% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,518 | $7,997-56.0% | $15,912-77.9% | $6,918-49.1% |