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 | $55,534 | $138,347-59.9% | $184,203-69.9% | $80,856-31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.06% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,016 | $4,850-58.4% | $6,427-68.6% | $2,755-26.8% |
| Participant deferral / active EE | $2,034 | $7,071-71.2% | $9,131-77.7% | $4,296-52.6% |
| Admin fee / account holder | $936 | $10,483-91.1% | $13,901-93.3% | $6,918-86.5% |