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 8-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 | $27,301 | $71,050-61.6% | $93,606-70.8% | $80,856-66.2% |
| Participation rate | 88.3% | 60.4%+27.9pp | 68.7%+19.6pp | 67.6%+20.7pp |
| Annual return | 11.50% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,970 | $1,564+89.9% | $2,420+22.7% | $2,755+7.8% |
| Participant deferral / active EE | $1,076 | $4,034-73.3% | $4,411-75.6% | $4,296-75.0% |
| Admin fee / account holder | $2,109 | $6,945-69.6% | $8,285-74.5% | $6,918-69.5% |