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 | $16,705 | $62,573-73.3% | $85,682-80.5% | $85,850-80.5% |
| Participation rate | 93.0% | 61.1%+31.9pp | 69.9%+23.2pp | 69.3%+23.7pp |
| Annual return | 13.55% | 23.77%-10.2pp | 21.49%-7.9pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,273 | $1,757-27.5% | $2,618-51.4% | $2,565-50.4% |
| Participant deferral / active EE | $920 | $2,802-67.2% | $3,923-76.6% | $3,952-76.7% |
| Admin fee / account holder | $1,146 | $4,640-75.3% | $6,873-83.3% | $6,260-81.7% |