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 | $33,087 | $51,175-35.3% | $70,515-53.1% | $75,163-56.0% |
| Participation rate | 87.5% | 60.9%+26.6pp | 68.3%+19.2pp | 67.2%+20.3pp |
| Annual return | 18.80% | 30.02%-11.2pp | 32.77%-14.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $3,490 | $1,826+91.1% | $2,973+17.4% | $2,670+30.7% |
| Participant deferral / active EE | $54 | $2,849-98.1% | $4,567-98.8% | $4,125-98.7% |
| Admin fee / account holder | $2,032 | $4,091-50.3% | $6,412-68.3% | $5,651-64.0% |