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 | $58,465 | $92,222-36.6% | $76,768-23.8% | $135,375-56.8% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 3.42% | 5.46%-2.0pp | 2.43%+1.0pp | 519.73%-516.3pp |
| Employer contribution / active EE | $3,571 | $3,216+11.1% | $2,485+43.7% | $4,779-25.3% |
| Participant deferral / active EE | $656 | $4,509-85.4% | $3,852-83.0% | $5,609-88.3% |
| Admin fee / account holder | $17,595 | $10,748+63.7% | $6,675+163.6% | $10,827+62.5% |