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 | $18,181 | $56,897-68.0% | $84,750-78.5% | $62,891-71.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.90% | 6.30%+0.6pp | 22.78%-15.9pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,667 | $2,400-30.6% | $3,574-53.4% | $2,281-26.9% |
| Participant deferral / active EE | $308 | $2,709-88.6% | $3,712-91.7% | $3,203-90.4% |
| Admin fee / account holder | $426 | $3,581-88.1% | $5,332-92.0% | $4,296-90.1% |