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 | $41,440 | $72,277-42.7% | $101,248-59.1% | $79,858-48.1% |
| Participation rate | 96.1% | 68.5%+27.6pp | 75.8%+20.3pp | 69.6%+26.4pp |
| Annual return | 28.79% | 22.30%+6.5pp | 46.47%-17.7pp | 31.71%-2.9pp |
| Employer contribution / active EE | $11,522 | $2,692+328.1% | $3,660+214.9% | $2,471+366.3% |
| Participant deferral / active EE | $1,329 | $3,282-59.5% | $4,370-69.6% | $3,740-64.5% |
| Admin fee / account holder | $3,059 | $4,400-30.5% | $5,945-48.5% | $5,306-42.3% |