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 | $33,604 | $52,903-36.5% | $73,307-54.2% | $59,632-43.6% |
| Participation rate | 97.4% | 68.2%+29.1pp | 74.9%+22.5pp | 68.7%+28.7pp |
| Annual return | -0.38% | 12.20%-12.6pp | 5.67%-6.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $399 | $1,909-79.1% | $3,237-87.7% | $2,203-81.9% |
| Participant deferral / active EE | $1,569 | $4,069-61.4% | $4,991-68.6% | $3,192-50.8% |
| Admin fee / account holder | $3,175 | $3,834-17.2% | $5,637-43.7% | $4,297-26.1% |