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 | $32,275 | $90,503-64.3% | $78,689-59.0% | $273,961-88.2% |
| Participation rate | 95.5% | 76.5%+18.9pp | 73.6%+21.9pp | 83.0%+12.4pp |
| Annual return | 5.65% | 75.60%-70.0pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $682 | $3,176-78.5% | $2,851-76.1% | $4,869-86.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,291 | $5,263+95.5% | $4,510+128.2% | $10,132+1.6% |