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 | $30,731 | $54,762-43.9% | $90,281-66.0% | $72,985-57.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.35% | 30.63%-7.3pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,521 | $2,092+68.3% | $2,854+23.4% | $2,440+44.3% |
| Participant deferral / active EE | $396 | $2,887-86.3% | $3,885-89.8% | $3,607-89.0% |
| Admin fee / account holder | $6,197 | $3,972+56.0% | $5,351+15.8% | $5,124+20.9% |