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 | $10,560 | $54,705-80.7% | $71,209-85.2% | $84,808-87.5% |
| Participation rate | 79.3% | 64.1%+15.2pp | 73.8%+5.6pp | 68.3%+11.0pp |
| Annual return | 14.30% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,128 | $2,158-47.7% | $2,721-58.5% | $2,631-57.1% |
| Participant deferral / active EE | $348 | $3,030-88.5% | $4,175-91.7% | $4,212-91.7% |
| Admin fee / account holder | $2,994 | $4,863-38.4% | $5,349-44.0% | $7,344-59.2% |