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 | $30,011 | $59,186-49.3% | $76,768-60.9% | $56,287-46.7% |
| Participation rate | 85.0% | 75.2%+9.8pp | 77.0%+8.0pp | 69.9%+15.1pp |
| Annual return | 0.95% | 6.62%-5.7pp | 2.43%-1.5pp | -9.96%+10.9pp |
| Employer contribution / active EE | $639 | $1,759-63.7% | $2,485-74.3% | $2,111-69.7% |
| Participant deferral / active EE | $1,491 | $3,255-54.2% | $3,852-61.3% | $3,350-55.5% |
| Admin fee / account holder | $11,919 | $489+2337.0% | $6,675+78.6% | $521+2188.0% |