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 | $10,382 | $73,867-85.9% | $143,757-92.8% | $68,494-84.8% |
| Participation rate | 90.6% | 66.7%+24.0pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | 23.84% | 1.01%+22.8pp | -0.04%+23.9pp | -7.84%+31.7pp |
| Employer contribution / active EE | $1,371 | $3,184-57.0% | $4,951-72.3% | $2,596-47.2% |
| Participant deferral / active EE | $499 | $3,384-85.2% | $5,637-91.1% | $4,027-87.6% |
| Admin fee / account holder | $827 | $5,755-85.6% | $14,673-94.4% | $5,403-84.7% |