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 | $23,083 | $72,177-68.0% | $115,037-79.9% | $59,632-61.3% |
| Participation rate | 92.8% | 72.6%+20.2pp | 81.4%+11.4pp | 68.7%+24.1pp |
| Annual return | 0.98% | 12.02%-11.0pp | 26.14%-25.2pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,862 | $4,783-61.1% | $6,026-69.1% | $3,192-41.7% |
| Admin fee / account holder | $5,229 | $4,927+6.1% | $8,175-36.0% | $4,297+21.7% |