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 | $21,079 | $48,364-56.4% | $71,796-70.6% | $62,891-66.5% |
| Participation rate | 92.1% | 60.6%+31.5pp | 69.1%+23.0pp | 69.3%+22.8pp |
| Annual return | 6.49% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,376 | $1,042+32.0% | $1,924-28.5% | $2,281-39.7% |
| Participant deferral / active EE | $340 | $2,091-83.7% | $2,794-87.8% | $3,203-89.4% |
| Admin fee / account holder | $500 | $3,771-86.7% | $4,815-89.6% | $4,296-88.4% |