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 | $51,638-79.5% | $68,368-84.6% | $82,448-87.2% |
| Participation rate | 79.3% | 63.6%+15.7pp | 73.8%+5.6pp | 68.1%+11.2pp |
| Annual return | 14.30% | 37.53%-23.2pp | 292.57%-278.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,128 | $2,047-44.9% | $2,649-57.4% | $2,551-55.8% |
| Participant deferral / active EE | $348 | $2,914-88.1% | $4,123-91.6% | $4,139-91.6% |
| Admin fee / account holder | $2,994 | $4,643-35.5% | $5,150-41.9% | $7,234-58.6% |