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 | $35,116 | $80,968-56.6% | $96,544-63.6% | $75,163-53.3% |
| Participation rate | 72.3% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.1pp |
| Annual return | 13.81% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $5,363 | $2,282+135.1% | $2,965+80.9% | $2,670+100.9% |
| Participant deferral / active EE | $1,106 | $3,928-71.9% | $4,851-77.2% | $4,125-73.2% |
| Admin fee / account holder | $7,779 | $6,724+15.7% | $8,252-5.7% | $5,651+37.7% |