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 | $29,207 | $61,660-52.6% | $80,019-63.5% | $64,186-54.5% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.8%+15.5pp | 69.6%+21.7pp |
| Annual return | -1.63% | -0.33%-1.3pp | 11.22%-12.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,201 | $1,810-33.7% | $2,468-51.3% | $2,381-49.5% |
| Participant deferral / active EE | $648 | $2,968-78.2% | $3,686-82.4% | $3,470-81.3% |
| Admin fee / account holder | $3,008 | $5,417-44.5% | $6,521-53.9% | $4,888-38.5% |