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 | $34,392 | $72,177-52.4% | $115,037-70.1% | $59,632-42.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.42% | 12.02%-13.4pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,381 | $2,841-16.2% | $4,608-48.3% | $2,203+8.1% |
| Participant deferral / active EE | $1,449 | $4,783-69.7% | $6,026-76.0% | $3,192-54.6% |
| Admin fee / account holder | $2,069 | $4,927-58.0% | $8,175-74.7% | $4,297-51.9% |