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 | $22,563 | $58,512-61.4% | $84,015-73.1% | $72,985-69.1% |
| Participation rate | 98.6% | 61.2%+37.3pp | 69.0%+29.6pp | 69.5%+29.1pp |
| Annual return | 20.12% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,500 | $1,163+115.0% | $1,983+26.0% | $2,440+2.5% |
| Participant deferral / active EE | $943 | $2,394-60.6% | $3,239-70.9% | $3,607-73.9% |
| Admin fee / account holder | $729 | $4,569-84.1% | $6,101-88.1% | $5,124-85.8% |