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 | $17,394 | $39,122-55.5% | $57,179-69.6% | $62,891-72.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.67% | 9.23%+0.4pp | 14.59%-4.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $684 | $1,874-63.5% | $2,682-74.5% | $2,281-70.0% |
| Participant deferral / active EE | $203 | $2,374-91.4% | $3,096-93.4% | $3,203-93.7% |
| Admin fee / account holder | $3,493 | $2,592+34.7% | $3,139+11.3% | $4,296-18.7% |