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 | $59,436 | $81,208-26.8% | $98,907-39.9% | $79,858-25.6% |
| Participation rate | 84.7% | 72.5%+12.2pp | 76.0%+8.7pp | 69.6%+15.1pp |
| Annual return | 16.68% | 60.99%-44.3pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,608 | $1,960+135.2% | $2,689+71.4% | $2,471+86.5% |
| Participant deferral / active EE | $237 | $3,265-92.7% | $4,244-94.4% | $3,740-93.7% |
| Admin fee / account holder | $2,627 | $6,013-56.3% | $6,642-60.5% | $5,306-50.5% |