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 | $40,854 | $81,460-49.8% | $103,333-60.5% | $80,856-49.5% |
| Participation rate | 82.4% | 66.8%+15.6pp | 74.5%+7.9pp | 67.6%+14.8pp |
| Annual return | 11.46% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,703 | $3,105-13.0% | $3,868-30.1% | $2,755-1.9% |
| Participant deferral / active EE | $1,429 | $3,869-63.1% | $5,057-71.7% | $4,296-66.7% |
| Admin fee / account holder | $32,937 | $6,566+401.6% | $8,355+294.2% | $6,918+376.1% |