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 | $16,557 | $58,523-71.7% | $99,443-83.4% | $72,985-77.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 17.43% | 28.51%-11.1pp | 30.72%-13.3pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,315 | $1,512-13.0% | $2,540-48.2% | $2,440-46.1% |
| Participant deferral / active EE | $121 | $2,606-95.4% | $3,619-96.7% | $3,607-96.6% |
| Admin fee / account holder | $941 | $4,102-77.1% | $6,250-85.0% | $5,124-81.6% |