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 | $31,277 | $99,032-68.4% | $80,019-60.9% | $135,375-76.9% |
| Participation rate | 72.7% | 78.4%-5.6pp | 75.8%-3.1pp | 82.6%-9.9pp |
| Annual return | 8.03% | 15.39%-7.4pp | 11.22%-3.2pp | 519.73%-511.7pp |
| Employer contribution / active EE | $2,844 | $3,043-6.6% | $2,468+15.2% | $4,779-40.5% |
| Participant deferral / active EE | $386 | $4,282-91.0% | $3,686-89.5% | $5,609-93.1% |
| Admin fee / account holder | $15,554 | $10,436+49.0% | $6,521+138.5% | $10,827+43.7% |