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 | $40,610 | $48,230-15.8% | $67,502-39.8% | $80,856-49.8% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.6%+30.1pp |
| Annual return | 13.06% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,375 | $2,020+215.7% | $2,731+133.4% | $2,755+131.4% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,363 | $3,681-35.8% | $3,998-40.9% | $6,918-65.8% |