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 | $17,061 | $49,177-65.3% | $79,464-78.5% | $64,186-73.4% |
| Participation rate | 86.7% | 65.0%+21.7pp | 73.3%+13.4pp | 69.6%+17.2pp |
| Annual return | 10.57% | -1.16%+11.7pp | 718.14%-707.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $947 | $2,076-54.4% | $2,800-66.2% | $2,381-60.2% |
| Participant deferral / active EE | $473 | $2,821-83.2% | $3,704-87.2% | $3,470-86.4% |
| Admin fee / account holder | $2,617 | $3,839-31.8% | $5,113-48.8% | $4,888-46.5% |