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 | $39,196 | $77,634-49.5% | $156,549-75.0% | $62,891-37.7% |
| Participation rate | 97.0% | 71.2%+25.8pp | 84.0%+13.0pp | 69.3%+27.7pp |
| Annual return | 10.09% | 50.32%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,777 | $3,444+9.7% | $5,501-31.3% | $2,281+65.6% |
| Participant deferral / active EE | $599 | $3,045-80.3% | $4,871-87.7% | $3,203-81.3% |
| Admin fee / account holder | $1,253 | $5,561-77.5% | $13,027-90.4% | $4,296-70.8% |