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 | $19,906 | $76,000-73.8% | $154,107-87.1% | $64,186-69.0% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | 5.18% | 30.32%-25.1pp | 735.12%-729.9pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,662 | $3,351-50.4% | $5,298-68.6% | $2,381-30.2% |
| Participant deferral / active EE | $684 | $3,175-78.4% | $5,081-86.5% | $3,470-80.3% |
| Admin fee / account holder | $1,162 | $5,596-79.2% | $13,411-91.3% | $4,888-76.2% |