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 | $19,938 | $99,341-79.9% | $84,750-76.5% | $273,961-92.7% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 5.97% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $10,916 | $4,214+159.0% | $3,574+205.4% | $4,869+124.2% |
| Participant deferral / active EE | $934 | $4,269-78.1% | $3,712-74.8% | $5,287-82.3% |
| Admin fee / account holder | $2,271 | $6,644-65.8% | $5,332-57.4% | $10,132-77.6% |