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 | $45,274 | $60,349-25.0% | $74,183-39.0% | $62,891-28.0% |
| Participation rate | 70.6% | 72.7%-2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 5.97% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $610 | $1,680-63.7% | $2,370-74.3% | $2,281-73.3% |
| Participant deferral / active EE | $898 | $2,856-68.6% | $3,550-74.7% | $3,203-72.0% |
| Admin fee / account holder | $2,580 | $4,261-39.5% | $5,586-53.8% | $4,296-39.9% |