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 4-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 | $31,670 | $76,407-58.6% | $150,298-78.9% | $82,448-61.6% |
| Participation rate | 84.5% | 66.4%+18.1pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 15.56% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,519 | $2,614+34.6% | $4,154-15.3% | $2,551+38.0% |
| Participant deferral / active EE | $727 | $3,214-77.4% | $5,453-86.7% | $4,139-82.4% |
| Admin fee / account holder | $1,081 | $6,352-83.0% | $14,116-92.3% | $7,234-85.1% |