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 | $70,874 | $99,985-29.1% | $146,665-51.7% | $85,850-17.4% |
| Participation rate | 88.7% | 73.1%+15.6pp | 80.1%+8.6pp | 69.3%+19.4pp |
| Annual return | 22.91% | 18.93%+4.0pp | 22.74%+0.2pp | 318.53%-295.6pp |
| Employer contribution / active EE | $3,100 | $2,559+21.2% | $4,136-25.1% | $2,565+20.8% |
| Participant deferral / active EE | $1,218 | $4,006-69.6% | $5,506-77.9% | $3,952-69.2% |
| Admin fee / account holder | $2,922 | $7,702-62.1% | $10,280-71.6% | $6,260-53.3% |