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 | $65,475 | $53,822+21.7% | $75,696-13.5% | $85,850-23.7% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.1pp | 69.3%+27.7pp |
| Annual return | 13.82% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $3,366 | $2,017+66.9% | $2,743+22.7% | $2,565+31.2% |
| Participant deferral / active EE | $200 | $2,895-93.1% | $3,821-94.8% | $3,952-94.9% |
| Admin fee / account holder | $4,410 | $3,343+31.9% | $3,619+21.9% | $6,260-29.6% |