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 | $20,147 | $43,327-53.5% | $59,878-66.4% | $64,186-68.6% |
| Participation rate | 70.0% | 69.2%+0.8pp | 74.7%-4.7pp | 69.6%+0.4pp |
| Annual return | 6.51% | -1.55%+8.1pp | 3.46%+3.1pp | 7.63%-1.1pp |
| Employer contribution / active EE | $984 | $2,028-51.5% | $2,722-63.8% | $2,381-58.7% |
| Participant deferral / active EE | $747 | $2,546-70.7% | $3,402-78.0% | $3,470-78.5% |
| Admin fee / account holder | $7,620 | $3,005+153.6% | $3,590+112.2% | $4,888+55.9% |