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 | $47,847 | $138,347-65.4% | $184,203-74.0% | $80,856-40.8% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 13.45% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $11,408 | $4,850+135.2% | $6,427+77.5% | $2,755+314.1% |
| Participant deferral / active EE | $1,843 | $7,071-73.9% | $9,131-79.8% | $4,296-57.1% |
| Admin fee / account holder | $4,223 | $10,483-59.7% | $13,901-69.6% | $6,918-39.0% |