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 | $25,345 | $73,867-65.7% | $143,757-82.4% | $68,494-63.0% |
| Participation rate | 85.0% | 66.7%+18.3pp | 80.3%+4.7pp | 67.9%+17.1pp |
| Annual return | 22.65% | 1.01%+21.6pp | -0.04%+22.7pp | -7.84%+30.5pp |
| Employer contribution / active EE | $1,182 | $3,184-62.9% | $4,951-76.1% | $2,596-54.5% |
| Participant deferral / active EE | $917 | $3,384-72.9% | $5,637-83.7% | $4,027-77.2% |
| Admin fee / account holder | $1,530 | $5,755-73.4% | $14,673-89.6% | $5,403-71.7% |