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 | $44,788 | $89,355-49.9% | $141,162-68.3% | $72,985-38.6% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 23.75% | 111.85%-88.1pp | 71.39%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $999 | $3,114-67.9% | $4,735-78.9% | $2,440-59.0% |
| Participant deferral / active EE | $1,107 | $5,418-79.6% | $6,709-83.5% | $3,607-69.3% |
| Admin fee / account holder | $907 | $5,958-84.8% | $10,261-91.2% | $5,124-82.3% |