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 | $44,306 | $57,541-23.0% | $95,745-53.7% | $75,163-41.1% |
| Participation rate | 76.6% | 62.5%+14.1pp | 72.3%+4.3pp | 67.2%+9.4pp |
| Annual return | 18.81% | 34.93%-16.1pp | 28.35%-9.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $5,161 | $1,808+185.5% | $2,835+82.1% | $2,670+93.3% |
| Participant deferral / active EE | $752 | $3,074-75.5% | $4,245-82.3% | $4,125-81.8% |
| Admin fee / account holder | $3,747 | $4,099-8.6% | $5,678-34.0% | $5,651-33.7% |