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 | $21,894 | $77,634-71.8% | $156,549-86.0% | $62,891-65.2% |
| Participation rate | 83.7% | 71.2%+12.5pp | 84.0%-0.3pp | 69.3%+14.4pp |
| Annual return | 5.58% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,842 | $3,444+40.6% | $5,501-12.0% | $2,281+112.3% |
| Participant deferral / active EE | $729 | $3,045-76.1% | $4,871-85.0% | $3,203-77.2% |
| Admin fee / account holder | $601 | $5,561-89.2% | $13,027-95.4% | $4,296-86.0% |