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 | $38,250 | $125,758-69.6% | $169,993-77.5% | $75,163-49.1% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 42.20% | 27.20%+15.0pp | 53.37%-11.2pp | 160.62%-118.4pp |
| Employer contribution / active EE | $1,743 | $4,615-62.2% | $6,785-74.3% | $2,670-34.7% |
| Participant deferral / active EE | $2,539 | $6,837-62.9% | $10,408-75.6% | $4,125-38.4% |
| Admin fee / account holder | $8,252 | $8,173+1.0% | $12,815-35.6% | $5,651+46.0% |