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 6-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 | $36,797 | $162,322-77.3% | $135,903-72.9% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 16.46% | 15.15%+1.3pp | 68.23%-51.8pp | - |
| Employer contribution / active EE | $3,462 | $3,400+1.8% | $4,856-28.7% | - |
| Participant deferral / active EE | $4,436 | $5,722-22.5% | $7,758-42.8% | - |
| Admin fee / account holder | $792 | $23,877-96.7% | $10,762-92.6% | - |