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 | $54,731 | $138,347-60.4% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 20.89% | 20.02%+0.9pp | 28.81%-7.9pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,876 | $4,850-40.7% | $6,427-55.3% | $2,755+4.4% |
| Participant deferral / active EE | $2,999 | $7,071-57.6% | $9,131-67.2% | $4,296-30.2% |
| Admin fee / account holder | $906 | $10,483-91.4% | $13,901-93.5% | $6,918-86.9% |