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 | $33,164 | $72,177-54.1% | $115,037-71.2% | $59,632-44.4% |
| Participation rate | 95.7% | 72.6%+23.1pp | 81.4%+14.3pp | 68.7%+27.0pp |
| Annual return | 0.68% | 12.02%-11.3pp | 26.14%-25.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $4,979 | $2,841+75.2% | $4,608+8.1% | $2,203+126.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $771 | $4,927-84.3% | $8,175-90.6% | $4,297-82.1% |