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 | $29,660 | $72,277-59.0% | $101,248-70.7% | $79,858-62.9% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 16.87% | 22.30%-5.4pp | 46.47%-29.6pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,066 | $2,692+51.1% | $3,660+11.1% | $2,471+64.6% |
| Participant deferral / active EE | $892 | $3,282-72.8% | $4,370-79.6% | $3,740-76.1% |
| Admin fee / account holder | $579 | $4,400-86.8% | $5,945-90.3% | $5,306-89.1% |