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 | $16,395 | $40,256-59.3% | $57,343-71.4% | $59,632-72.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 75.1%+21.8pp | 68.7%+28.2pp |
| Annual return | 1.54% | 27.49%-26.0pp | 24.39%-22.9pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $437 | $1,922-77.3% | $2,689-83.7% | $2,203-80.2% |
| Participant deferral / active EE | $562 | $2,399-76.6% | $3,162-82.2% | $3,192-82.4% |
| Admin fee / account holder | $443 | $2,818-84.3% | $3,356-86.8% | $4,297-89.7% |