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 | $57,836 | $83,477-30.7% | $125,175-53.8% | $72,985-20.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.44% | 25.78%-5.3pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $5,666 | $2,345+141.6% | $3,865+46.6% | $2,440+132.2% |
| Participant deferral / active EE | $316 | $3,585-91.2% | $4,937-93.6% | $3,607-91.2% |
| Admin fee / account holder | $605 | $5,517-89.0% | $9,702-93.8% | $5,124-88.2% |