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 | $28,619 | $39,122-26.8% | $57,179-49.9% | $62,891-54.5% |
| Participation rate | 90.7% | 70.5%+20.2pp | 75.3%+15.4pp | 69.3%+21.4pp |
| Annual return | 5.56% | 9.23%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,080 | $1,874-42.4% | $2,682-59.7% | $2,281-52.7% |
| Participant deferral / active EE | $204 | $2,374-91.4% | $3,096-93.4% | $3,203-93.6% |
| Admin fee / account holder | $459 | $2,592-82.3% | $3,139-85.4% | $4,296-89.3% |