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 | $26,902 | $48,076-44.0% | $78,689-65.8% | $62,891-57.2% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.6%+15.3pp | 69.3%+19.6pp |
| Annual return | 8.16% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,678 | $2,015-16.7% | $2,851-41.1% | $2,281-26.4% |
| Participant deferral / active EE | $77 | $2,588-97.0% | $3,517-97.8% | $3,203-97.6% |
| Admin fee / account holder | $1,571 | $3,207-51.0% | $4,510-65.2% | $4,296-63.4% |