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 | $25,512 | $47,479-46.3% | $62,929-59.5% | $82,448-69.1% |
| Participation rate | 89.7% | 66.9%+22.8pp | 73.1%+16.5pp | 68.1%+21.6pp |
| Annual return | 12.85% | 20.34%-7.5pp | 1063.93%-1051.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $748 | $1,885-60.3% | $2,505-70.1% | $2,551-70.7% |
| Participant deferral / active EE | $748 | $2,870-74.0% | $3,888-80.8% | $4,139-81.9% |
| Admin fee / account holder | $5,165 | $3,804+35.8% | $5,065+2.0% | $7,234-28.6% |