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 | $53,263 | $96,484-44.8% | $75,886-29.8% | $152,861-65.2% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.3%+26.0pp | 82.4%+12.8pp |
| Annual return | 15.76% | 33.98%-18.2pp | 30.76%-15.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $5,312 | $3,309+60.5% | $2,500+112.4% | $4,762+11.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,449 | $8,078-32.5% | $5,418+0.6% | $11,596-53.0% |