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 | $30,725 | $58,577-47.5% | $83,333-63.1% | $64,186-52.1% |
| Participation rate | 97.0% | 72.0%+24.9pp | 77.8%+19.2pp | 69.6%+27.4pp |
| Annual return | -5.40% | 9.65%-15.0pp | 10.63%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,256 | $2,098-40.1% | $3,379-62.8% | $2,381-47.2% |
| Participant deferral / active EE | $1,017 | $4,654-78.2% | $5,565-81.7% | $3,470-70.7% |
| Admin fee / account holder | $316 | $9,275-96.6% | $7,510-95.8% | $4,888-93.5% |