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 | $53,454 | $203,209-73.7% | $159,436-66.5% | - |
| Participation rate | 99.0% | 77.0%+22.0pp | 82.8%+16.2pp | - |
| Annual return | 15.48% | 10.23%+5.3pp | 263.57%-248.1pp | - |
| Employer contribution / active EE | $2,813 | $2,919-3.6% | $4,829-41.8% | - |
| Participant deferral / active EE | $6,478 | $5,954+8.8% | $7,352-11.9% | - |
| Admin fee / account holder | $4,639 | $10,627-56.3% | $10,799-57.0% | - |