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 | $40,892 | $88,672-53.9% | $105,223-61.1% | $82,448-50.4% |
| Participation rate | 95.1% | 67.9%+27.2pp | 75.0%+20.1pp | 68.1%+27.1pp |
| Annual return | 13.99% | 30.86%-16.9pp | 180.65%-166.7pp | 41.64%-27.6pp |
| Employer contribution / active EE | $5,655 | $3,048+85.5% | $3,689+53.3% | $2,551+121.7% |
| Participant deferral / active EE | $1,135 | $4,036-71.9% | $5,072-77.6% | $4,139-72.6% |
| Admin fee / account holder | $2,640 | $7,146-63.1% | $8,859-70.2% | $7,234-63.5% |