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 4-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 | $37,297 | $87,013-57.1% | $106,213-64.9% | $80,856-53.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.72% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,006 | $2,395+25.5% | $3,171-5.2% | $2,755+9.1% |
| Participant deferral / active EE | $1,362 | $3,986-65.8% | $5,016-72.9% | $4,296-68.3% |
| Admin fee / account holder | $2,143 | $8,431-74.6% | $11,033-80.6% | $6,918-69.0% |