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 | $62,180 | $91,552-32.1% | $133,956-53.6% | $79,858-22.1% |
| Participation rate | 86.8% | 73.3%+13.4pp | 79.8%+7.0pp | 69.6%+17.2pp |
| Annual return | 13.14% | 61.85%-48.7pp | 45.09%-32.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,645 | $2,384+52.9% | $3,919-7.0% | $2,471+47.5% |
| Participant deferral / active EE | $1,477 | $3,733-60.4% | $5,048-70.7% | $3,740-60.5% |
| Admin fee / account holder | $6,392 | $6,321+1.1% | $8,927-28.4% | $5,306+20.5% |