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 | $44,742 | $94,529-52.7% | $140,016-68.0% | $64,186-30.3% |
| Participation rate | 76.9% | 84.1%-7.2pp | 87.5%-10.6pp | 69.6%+7.4pp |
| Annual return | 0.58% | 7.77%-7.2pp | 651.12%-650.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,238 | $3,812-67.5% | $5,606-77.9% | $2,381-48.0% |
| Participant deferral / active EE | $1,846 | $5,250-64.8% | $6,927-73.4% | $3,470-46.8% |
| Admin fee / account holder | $11,604 | $6,741+72.1% | $10,705+8.4% | $4,888+137.4% |