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 | $44,382 | $56,053-20.8% | $75,972-41.6% | $80,856-45.1% |
| Participation rate | 83.3% | 62.0%+21.3pp | 69.1%+14.3pp | 67.6%+15.7pp |
| Annual return | 18.01% | 20.53%-2.5pp | 359.55%-341.5pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,006 | $1,874+167.1% | $2,685+86.4% | $2,755+81.7% |
| Participant deferral / active EE | $137 | $3,052-95.5% | $4,255-96.8% | $4,296-96.8% |
| Admin fee / account holder | $4,579 | $5,234-12.5% | $6,467-29.2% | $6,918-33.8% |