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 | $22,717 | $48,076-52.7% | $78,689-71.1% | $62,891-63.9% |
| Participation rate | 72.2% | 65.2%+7.0pp | 73.6%-1.3pp | 69.3%+2.9pp |
| Annual return | 6.01% | 31.35%-25.3pp | 62.18%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,431 | $2,015-29.0% | $2,851-49.8% | $2,281-37.3% |
| Participant deferral / active EE | $281 | $2,588-89.1% | $3,517-92.0% | $3,203-91.2% |
| Admin fee / account holder | $1,504 | $3,207-53.1% | $4,510-66.6% | $4,296-65.0% |