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 | $20,059 | $54,762-63.4% | $90,281-77.8% | $72,985-72.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.83% | 30.63%-13.8pp | 78.10%-61.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,719 | $2,092-17.8% | $2,854-39.8% | $2,440-29.5% |
| Participant deferral / active EE | $724 | $2,887-74.9% | $3,885-81.4% | $3,607-79.9% |
| Admin fee / account holder | $1,990 | $3,972-49.9% | $5,351-62.8% | $5,124-61.2% |