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 | $36,644 | $89,753-59.2% | $107,525-65.9% | $84,808-56.8% |
| Participation rate | 73.4% | 68.1%+5.4pp | 75.1%-1.6pp | 68.3%+5.1pp |
| Annual return | 15.99% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,174 | $3,113+1.9% | $3,754-15.4% | $2,631+20.6% |
| Participant deferral / active EE | $1,665 | $4,056-59.0% | $5,116-67.5% | $4,212-60.5% |
| Admin fee / account holder | $315 | $7,222-95.6% | $8,919-96.5% | $7,344-95.7% |