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 | $20,111 | $99,341-79.8% | $84,750-76.3% | $273,961-92.7% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,305 | $4,214-45.3% | $3,574-35.5% | $4,869-52.7% |
| Participant deferral / active EE | $961 | $4,269-77.5% | $3,712-74.1% | $5,287-81.8% |
| Admin fee / account holder | $8,754 | $6,644+31.8% | $5,332+64.2% | $10,132-13.6% |