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 | $22,188 | $49,177-54.9% | $79,464-72.1% | $64,186-65.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 6.14% | -1.16%+7.3pp | 718.14%-712.0pp | 7.63%-1.5pp |
| Employer contribution / active EE | $2,129 | $2,076+2.5% | $2,800-24.0% | $2,381-10.6% |
| Participant deferral / active EE | $462 | $2,821-83.6% | $3,704-87.5% | $3,470-86.7% |
| Admin fee / account holder | $2,223 | $3,839-42.1% | $5,113-56.5% | $4,888-54.5% |