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 | $80,717-60.8% | $154,803-79.5% | $84,808-62.7% |
| Participation rate | 84.5% | 66.8%+17.7pp | 78.1%+6.4pp | 68.3%+16.2pp |
| Annual return | 15.56% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,519 | $2,761+27.4% | $4,305-18.3% | $2,631+33.8% |
| Participant deferral / active EE | $727 | $3,303-78.0% | $5,540-86.9% | $4,212-82.7% |
| Admin fee / account holder | $1,081 | $6,746-84.0% | $14,329-92.5% | $7,344-85.3% |