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 | $18,352 | $41,854-56.2% | $73,843-75.1% | $52,331-64.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.07% | 2.11%-1.0pp | 2267.84%-2266.8pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,094 | $1,920+9.0% | $2,787-24.9% | $1,882+11.3% |
| Participant deferral / active EE | $586 | $2,498-76.5% | $3,583-83.6% | $3,022-80.6% |
| Admin fee / account holder | $1,784 | $493+262.1% | $4,880-63.5% | $592+201.5% |