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 | $50,100 | $101,724-50.7% | $164,813-69.6% | $80,856-38.0% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.6%+25.5pp |
| Annual return | 12.00% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,803 | $2,953+28.8% | $4,341-12.4% | $2,755+38.1% |
| Participant deferral / active EE | $931 | $4,477-79.2% | $6,031-84.6% | $4,296-78.3% |
| Admin fee / account holder | $395 | $8,227-95.2% | $12,690-96.9% | $6,918-94.3% |