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 | $113,505 | $124,281-8.7% | $109,143+4.0% | $167,490-32.2% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 16.06% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $12,937 | $4,207+207.5% | $3,722+247.6% | $4,837+167.4% |
| Participant deferral / active EE | $956 | $5,255-81.8% | $4,653-79.4% | $6,341-84.9% |
| Admin fee / account holder | $17,421 | $7,970+118.6% | $6,752+158.0% | $12,309+41.5% |