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 | $25,533 | $77,314-67.0% | $177,989-85.7% | $80,856-68.4% |
| Participation rate | 98.2% | 65.7%+32.5pp | 77.1%+21.2pp | 67.6%+30.6pp |
| Annual return | 15.41% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,172 | $2,292+38.4% | $3,949-19.7% | $2,755+15.1% |
| Participant deferral / active EE | $570 | $4,411-87.1% | $6,276-90.9% | $4,296-86.7% |
| Admin fee / account holder | $888 | $7,191-87.7% | $10,363-91.4% | $6,918-87.2% |