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 8-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 | $12,767 | $54,762-76.7% | $90,281-85.9% | $72,985-82.5% |
| Participation rate | 92.0% | 65.1%+26.9pp | 73.3%+18.7pp | 69.5%+22.5pp |
| Annual return | 19.09% | 30.63%-11.5pp | 78.10%-59.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,046 | $2,092-50.0% | $2,854-63.3% | $2,440-57.1% |
| Participant deferral / active EE | $725 | $2,887-74.9% | $3,885-81.3% | $3,607-79.9% |
| Admin fee / account holder | $686 | $3,972-82.7% | $5,351-87.2% | $5,124-86.6% |