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 | $34,956 | $49,280-29.1% | $67,313-48.1% | $64,186-45.5% |
| Participation rate | 88.4% | 60.8%+27.6pp | 69.1%+19.3pp | 69.6%+18.8pp |
| Annual return | 12.53% | -1.39%+13.9pp | -4.08%+16.6pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,202 | $1,668+91.9% | $2,566+24.8% | $2,381+34.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,941 | $3,863+2.0% | $4,507-12.6% | $4,888-19.4% |