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 | $58,512 | $89,355-34.5% | $141,162-58.5% | $72,985-19.8% |
| Participation rate | 77.4% | 75.1%+2.3pp | 82.5%-5.1pp | 69.5%+7.9pp |
| Annual return | 23.19% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $3,813 | $3,114+22.4% | $4,735-19.5% | $2,440+56.3% |
| Participant deferral / active EE | $901 | $5,418-83.4% | $6,709-86.6% | $3,607-75.0% |
| Admin fee / account holder | $3,356 | $5,958-43.7% | $10,261-67.3% | $5,124-34.5% |