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 | $32,429 | $70,475-54.0% | $100,516-67.7% | $79,858-59.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 13.53% | 21.90%-8.4pp | 30.89%-17.4pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,272 | $2,165-41.2% | $3,418-62.8% | $2,471-48.5% |
| Participant deferral / active EE | $594 | $5,181-88.5% | $6,270-90.5% | $3,740-84.1% |
| Admin fee / account holder | $3,470 | $4,478-22.5% | $8,081-57.1% | $5,306-34.6% |