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 | $27,668 | $69,515-60.2% | $86,874-68.2% | $85,850-67.8% |
| Participation rate | 98.1% | 66.3%+31.8pp | 71.6%+26.4pp | 69.3%+28.8pp |
| Annual return | 11.20% | 20.12%-8.9pp | 63.52%-52.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,275 | $1,880-32.2% | $2,495-48.9% | $2,565-50.3% |
| Participant deferral / active EE | $989 | $2,919-66.1% | $3,699-73.3% | $3,952-75.0% |
| Admin fee / account holder | $2,228 | $5,972-62.7% | $5,828-61.8% | $6,260-64.4% |