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 7-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 | $69,423 | $103,376-32.8% | $87,100-20.3% | $152,861-54.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.9%+16.9pp | 82.4%+11.3pp |
| Annual return | 19.62% | 28.10%-8.5pp | 28.19%-8.6pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,348 | $3,220-58.1% | $2,521-46.5% | $4,762-71.7% |
| Participant deferral / active EE | $1,440 | $4,778-69.9% | $4,049-64.4% | $5,850-75.4% |
| Admin fee / account holder | $11,009 | $12,205-9.8% | $7,497+46.9% | $11,596-5.1% |