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 | $16,587 | $49,227-66.3% | $70,449-76.5% | $79,858-79.2% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.3pp | 69.6%+22.7pp |
| Annual return | 8.29% | 30.06%-21.8pp | 109.03%-100.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,687 | $2,099-19.6% | $2,737-38.4% | $2,471-31.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,968 | $2,878-31.6% | $3,845-48.8% | $5,306-62.9% |