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 | $22,230 | $43,327-48.7% | $59,878-62.9% | $64,186-65.4% |
| Participation rate | 83.0% | 69.2%+13.8pp | 74.7%+8.3pp | 69.6%+13.4pp |
| Annual return | 10.85% | -1.55%+12.4pp | 3.46%+7.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,265 | $2,028-37.6% | $2,722-53.5% | $2,381-46.9% |
| Participant deferral / active EE | $595 | $2,546-76.6% | $3,402-82.5% | $3,470-82.9% |
| Admin fee / account holder | $3,997 | $3,005+33.0% | $3,590+11.3% | $4,888-18.2% |