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 | $39,829 | $101,724-60.8% | $164,813-75.8% | $80,856-50.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.67% | 16.72%-5.0pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,508 | $2,953+52.6% | $4,341+3.9% | $2,755+63.6% |
| Participant deferral / active EE | $507 | $4,477-88.7% | $6,031-91.6% | $4,296-88.2% |
| Admin fee / account holder | $1,083 | $8,227-86.8% | $12,690-91.5% | $6,918-84.3% |