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 | $32,000 | $64,121-50.1% | $78,805-59.4% | $116,875-72.6% |
| Participation rate | 92.3% | 71.0%+21.3pp | 73.6%+18.7pp | 74.5%+17.8pp |
| Annual return | 15.75% | 16.32%-0.6pp | -2.71%+18.5pp | 16.29%-0.5pp |
| Employer contribution / active EE | $1,387 | $2,257-38.6% | $4,059-65.8% | $3,288-57.8% |
| Participant deferral / active EE | $948 | $2,757-65.6% | $3,584-73.6% | $3,885-75.6% |
| Admin fee / account holder | $3,418 | $5,745-40.5% | $5,677-39.8% | $12,263-72.1% |