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 | $55,471 | $112,300-50.6% | $90,223-38.5% | $125,391-55.8% |
| Participation rate | 75.0% | 82.9%-7.9pp | 79.0%-4.0pp | 83.2%-8.2pp |
| Annual return | 0.91% | -0.57%+1.5pp | 1.31%-0.4pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,144 | $5,181-58.6% | $4,378-51.0% | $4,866-55.9% |
| Participant deferral / active EE | $2,139 | $6,733-68.2% | $5,792-63.1% | $5,352-60.0% |
| Admin fee / account holder | $4,348 | $10,990-60.4% | $7,406-41.3% | $9,540-54.4% |