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 | $37,827 | $43,723-13.5% | $121,196-68.8% | $64,186-41.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 0.62% | 68.91%-68.3pp | 16.93%-16.3pp | 7.63%-7.0pp |
| Employer contribution / active EE | $986 | $1,296-24.0% | $4,022-75.5% | $2,381-58.6% |
| Participant deferral / active EE | $733 | $2,280-67.8% | $3,344-78.1% | $3,470-78.9% |
| Admin fee / account holder | $664 | $3,501-81.0% | $5,019-86.8% | $4,888-86.4% |