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 | $49,669 | $85,022-41.6% | $70,515-29.6% | $139,434-64.4% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.3%+21.7pp | 80.3%+9.7pp |
| Annual return | 12.84% | 30.38%-17.5pp | 32.77%-19.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,504 | $3,909-35.9% | $2,973-15.8% | $4,751-47.3% |
| Participant deferral / active EE | $854 | $5,890-85.5% | $4,567-81.3% | $6,710-87.3% |
| Admin fee / account holder | $920 | $8,906-89.7% | $6,412-85.7% | $11,403-91.9% |