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 | $53,372 | $154,117-65.4% | $129,995-58.9% | $139,434-61.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 12.10% | 32.48%-20.4pp | -137.18%+149.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $3,217 | $5,289-39.2% | $4,320-25.5% | $4,751-32.3% |
| Participant deferral / active EE | $1,719 | $6,710-74.4% | $5,820-70.5% | $6,710-74.4% |
| Admin fee / account holder | $10,236 | $14,007-26.9% | $10,614-3.6% | $11,403-10.2% |