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 | $26,079 | $57,016-54.3% | $84,966-69.3% | $80,856-67.7% |
| Participation rate | 92.3% | 56.3%+36.0pp | 67.5%+24.8pp | 67.6%+24.7pp |
| Annual return | 11.91% | 21.66%-9.8pp | 66.38%-54.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $5,845 | $1,798+225.2% | $2,727+114.3% | $2,755+112.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,514 | $4,980+30.8% | $6,149+5.9% | $6,918-5.8% |