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 | $48,869 | $76,552-36.2% | $123,892-60.6% | $62,891-22.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.82% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $4,223 | $2,883+46.5% | $4,617-8.5% | $2,281+85.2% |
| Participant deferral / active EE | $1,861 | $4,840-61.5% | $5,984-68.9% | $3,203-41.9% |
| Admin fee / account holder | $485 | $4,826-89.9% | $8,357-94.2% | $4,296-88.7% |