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 | $33,322 | $82,032-59.4% | $123,104-72.9% | $59,632-44.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.99% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $2,365 | $3,297-28.3% | $5,151-54.1% | $2,203+7.4% |
| Participant deferral / active EE | $1,756 | $4,667-62.4% | $6,230-71.8% | $3,192-45.0% |
| Admin fee / account holder | $3,026 | $5,881-48.5% | $9,015-66.4% | $4,297-29.6% |