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 | $55,939 | $82,032-31.8% | $123,104-54.6% | $59,632-6.2% |
| Participation rate | 92.2% | 83.2%+9.0pp | 86.8%+5.4pp | 68.7%+23.5pp |
| Annual return | 1.02% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,675 | $4,667-64.1% | $6,230-73.1% | $3,192-47.5% |
| Admin fee / account holder | $2,538 | $5,881-56.9% | $9,015-71.9% | $4,297-40.9% |