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 | $34,560 | $104,251-66.8% | $91,001-62.0% | $147,584-76.6% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 12.97% | 27.06%-14.1pp | 4.60%+8.4pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,927 | $3,116+58.1% | $2,456+100.7% | $4,876+1.0% |
| Participant deferral / active EE | $168 | $4,195-96.0% | $3,547-95.3% | $5,439-96.9% |
| Admin fee / account holder | $3,781 | $8,948-57.7% | $5,417-30.2% | $10,885-65.3% |