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 | $19,557 | $48,076-59.3% | $78,689-75.1% | $62,891-68.9% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.1pp | 69.3%+19.3pp |
| Annual return | 5.81% | 31.35%-25.5pp | 62.18%-56.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $374 | $2,588-85.5% | $3,517-89.4% | $3,203-88.3% |
| Admin fee / account holder | $1,176 | $3,207-63.3% | $4,510-73.9% | $4,296-72.6% |