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 | $55,246 | $75,828-27.1% | $67,652-18.3% | - |
| Participation rate | 80.8% | 68.4%+12.4pp | 75.7%+5.1pp | - |
| Annual return | 0.45% | -0.25%+0.7pp | 6625.04%-6624.6pp | - |
| Employer contribution / active EE | $1,999 | $1,407+42.1% | $2,266-11.8% | - |
| Participant deferral / active EE | $1,767 | $2,505-29.4% | $3,560-50.4% | - |
| Admin fee / account holder | $2,302 | $8,125-71.7% | $4,821-52.3% | - |