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 | $28,846 | $60,349-52.2% | $74,183-61.1% | $62,891-54.1% |
| Participation rate | 73.4% | 72.7%+0.7pp | 76.6%-3.2pp | 69.3%+4.1pp |
| Annual return | 5.86% | 21.37%-15.5pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $991 | $2,856-65.3% | $3,550-72.1% | $3,203-69.1% |
| Admin fee / account holder | $1,981 | $4,261-53.5% | $5,586-64.5% | $4,296-53.9% |