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 | $17,728 | $43,075-58.8% | $74,583-76.2% | $62,891-71.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.75% | 17.50%-11.8pp | 20.47%-14.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,054 | $1,498+170.7% | $2,525+60.6% | $2,281+77.7% |
| Participant deferral / active EE | $267 | $2,389-88.8% | $3,458-92.3% | $3,203-91.7% |
| Admin fee / account holder | $1,289 | $2,840-54.6% | $4,138-68.9% | $4,296-70.0% |