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 | $24,898 | $58,577-57.5% | $83,333-70.1% | $64,186-61.2% |
| Participation rate | 73.8% | 72.0%+1.7pp | 77.8%-4.0pp | 69.6%+4.2pp |
| Annual return | -5.60% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $582 | $2,098-72.3% | $3,379-82.8% | $2,381-75.5% |
| Participant deferral / active EE | $1,254 | $4,654-73.1% | $5,565-77.5% | $3,470-63.9% |
| Admin fee / account holder | $642 | $9,275-93.1% | $7,510-91.4% | $4,888-86.9% |