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 | $40,345 | $77,634-48.0% | $156,549-74.2% | $62,891-35.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 34.25% | 50.32%-16.1pp | 32.23%+2.0pp | 20.14%+14.1pp |
| Employer contribution / active EE | $7,453 | $3,444+116.4% | $5,501+35.5% | $2,281+226.8% |
| Participant deferral / active EE | $334 | $3,045-89.0% | $4,871-93.1% | $3,203-89.6% |
| Admin fee / account holder | $11,987 | $5,561+115.6% | $13,027-8.0% | $4,296+179.1% |