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 | $42,357 | $65,365-35.2% | $92,893-54.4% | $72,985-42.0% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 22.96% | 42.10%-19.1pp | 109.41%-86.5pp | 81.00%-58.0pp |
| Employer contribution / active EE | $14,949 | $2,594+476.3% | $3,653+309.3% | $2,440+512.7% |
| Participant deferral / active EE | $969 | $3,128-69.0% | $4,236-77.1% | $3,607-73.1% |
| Admin fee / account holder | $6,822 | $4,251+60.5% | $5,794+17.7% | $5,124+33.1% |