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 | $12,578 | $39,122-67.8% | $57,179-78.0% | $62,891-80.0% |
| Participation rate | 94.1% | 70.5%+23.6pp | 75.3%+18.8pp | 69.3%+24.8pp |
| Annual return | 3.90% | 9.23%-5.3pp | 14.59%-10.7pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,246 | $1,874-33.5% | $2,682-53.5% | $2,281-45.4% |
| Participant deferral / active EE | $415 | $2,374-82.5% | $3,096-86.6% | $3,203-87.0% |
| Admin fee / account holder | $481 | $2,592-81.4% | $3,139-84.7% | $4,296-88.8% |