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 | $76,647 | $60,892+25.9% | $82,389-7.0% | $84,808-9.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 13.40% | 37.29%-23.9pp | 28.67%-15.3pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,030 | $1,779+70.3% | $2,517+20.4% | $2,631+15.2% |
| Participant deferral / active EE | $596 | $3,179-81.2% | $4,155-85.6% | $4,212-85.8% |
| Admin fee / account holder | $551 | $5,467-89.9% | $7,231-92.4% | $7,344-92.5% |