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 | $27,706 | $58,828-52.9% | $77,999-64.5% | $62,891-55.9% |
| Participation rate | 75.0% | 71.1%+3.9pp | 75.5%-0.5pp | 69.3%+5.7pp |
| Annual return | 5.82% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $525 | $1,672-68.6% | $2,470-78.8% | $2,281-77.0% |
| Participant deferral / active EE | $1,094 | $2,686-59.3% | $3,497-68.7% | $3,203-65.9% |
| Admin fee / account holder | $5,593 | $4,393+27.3% | $5,480+2.0% | $4,296+30.2% |