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 | $12,674 | $54,762-76.9% | $90,281-86.0% | $72,985-82.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.45% | 30.63%-6.2pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $6,032 | $2,092+188.3% | $2,854+111.3% | $2,440+147.2% |
| Participant deferral / active EE | $708 | $2,887-75.5% | $3,885-81.8% | $3,607-80.4% |
| Admin fee / account holder | $1,550 | $3,972-61.0% | $5,351-71.0% | $5,124-69.8% |