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 | $21,179 | $49,177-56.9% | $79,464-73.3% | $64,186-67.0% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,250 | $2,076+8.4% | $2,800-19.7% | $2,381-5.5% |
| Participant deferral / active EE | $70 | $2,821-97.5% | $3,704-98.1% | $3,470-98.0% |
| Admin fee / account holder | $4,732 | $3,839+23.3% | $5,113-7.5% | $4,888-3.2% |