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 | $22,289 | $54,380-59.0% | $68,509-67.5% | $59,632-62.6% |
| Participation rate | 98.3% | 70.2%+28.1pp | 74.7%+23.6pp | 68.7%+29.6pp |
| Annual return | 0.25% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,037 | $1,539-32.6% | $2,278-54.5% | $2,203-52.9% |
| Participant deferral / active EE | $1,100 | $2,643-58.4% | $3,382-67.5% | $3,192-65.5% |
| Admin fee / account holder | $892 | $3,885-77.1% | $5,275-83.1% | $4,297-79.2% |