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 | $62,852 | $65,365-3.8% | $92,893-32.3% | $72,985-13.9% |
| Participation rate | 83.6% | 68.3%+15.3pp | 76.0%+7.6pp | 69.5%+14.1pp |
| Annual return | 20.75% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $7,757 | $2,594+199.0% | $3,653+112.4% | $2,440+217.9% |
| Participant deferral / active EE | $992 | $3,128-68.3% | $4,236-76.6% | $3,607-72.5% |
| Admin fee / account holder | $305 | $4,251-92.8% | $5,794-94.7% | $5,124-94.0% |