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 | $35,530 | $67,894-47.7% | $89,340-60.2% | $82,448-56.9% |
| Participation rate | 93.9% | 64.0%+29.9pp | 69.6%+24.4pp | 68.1%+25.9pp |
| Annual return | 14.28% | 19.21%-4.9pp | 20.57%-6.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,784 | $1,828+52.3% | $2,231+24.8% | $2,551+9.1% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,203 | $5,723-61.5% | $6,704-67.1% | $7,234-69.5% |