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 | $18,554 | $49,177-62.3% | $79,464-76.7% | $64,186-71.1% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.6%+24.9pp |
| Annual return | 3.70% | -1.16%+4.9pp | 718.14%-714.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $1,258 | $2,076-39.4% | $2,800-55.1% | $2,381-47.2% |
| Participant deferral / active EE | $394 | $2,821-86.0% | $3,704-89.4% | $3,470-88.7% |
| Admin fee / account holder | $3,043 | $3,839-20.7% | $5,113-40.5% | $4,888-37.8% |