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 | $79,731 | $63,346+25.9% | $92,233-13.6% | $70,131+13.7% |
| Participation rate | 96.4% | 68.7%+27.7pp | 76.5%+19.9pp | 69.5%+26.8pp |
| Annual return | 14.13% | 530.12%-516.0pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $6,095 | $2,471+146.7% | $3,679+65.7% | $2,342+160.2% |
| Participant deferral / active EE | $1,128 | $2,854-60.5% | $3,897-71.1% | $3,332-66.1% |
| Admin fee / account holder | $5,069 | $3,840+32.0% | $5,194-2.4% | $4,645+9.1% |