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 | $14,664 | $39,122-62.5% | $57,179-74.4% | $62,891-76.7% |
| Participation rate | 85.9% | 70.5%+15.4pp | 75.3%+10.6pp | 69.3%+16.6pp |
| Annual return | 5.09% | 9.23%-4.1pp | 14.59%-9.5pp | 20.14%-15.0pp |
| Employer contribution / active EE | $477 | $1,874-74.5% | $2,682-82.2% | $2,281-79.1% |
| Participant deferral / active EE | $616 | $2,374-74.1% | $3,096-80.1% | $3,203-80.8% |
| Admin fee / account holder | $523 | $2,592-79.8% | $3,139-83.3% | $4,296-87.8% |