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 | $51,054 | $72,492-29.6% | $87,100-41.4% | $72,985-30.0% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 31.02% | 24.46%+6.6pp | 28.19%+2.8pp | 81.00%-50.0pp |
| Employer contribution / active EE | $1,003 | $1,894-47.1% | $2,521-60.2% | $2,440-58.9% |
| Participant deferral / active EE | $1,441 | $3,270-55.9% | $4,049-64.4% | $3,607-60.1% |
| Admin fee / account holder | $10,175 | $5,055+101.3% | $7,497+35.7% | $5,124+98.6% |