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 4-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 | $8,700 | $48,795-82.2% | $65,493-86.7% | $84,808-89.7% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.8pp |
| Annual return | 15.34% | 20.20%-4.9pp | 982.45%-967.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $626 | $1,930-67.5% | $2,574-75.7% | $2,631-76.2% |
| Participant deferral / active EE | $699 | $2,928-76.1% | $3,961-82.4% | $4,212-83.4% |
| Admin fee / account holder | $368 | $3,877-90.5% | $5,028-92.7% | $7,344-95.0% |