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 | $14,158 | $61,272-76.9% | $149,673-90.5% | $71,457-80.2% |
| Participation rate | 84.0% | 62.5%+21.5pp | 78.8%+5.2pp | 67.9%+16.1pp |
| Annual return | 13.66% | 35.85%-22.2pp | 134.42%-120.8pp | 28.85%-15.2pp |
| Employer contribution / active EE | $602 | $2,378-74.7% | $4,818-87.5% | $2,588-76.7% |
| Participant deferral / active EE | $748 | $2,917-74.3% | $5,680-86.8% | $4,289-82.5% |
| Admin fee / account holder | $854 | $1,261-32.3% | $13,210-93.5% | $1,587-46.2% |