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 | $98,764 | $94,031+5.0% | $115,768-14.7% | $82,448+19.8% |
| Participation rate | 94.9% | 70.4%+24.5pp | 74.4%+20.5pp | 68.1%+26.8pp |
| Annual return | 16.51% | 20.61%-4.1pp | 100.46%-84.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,284 | $2,323-44.7% | $2,940-56.3% | $2,551-49.7% |
| Participant deferral / active EE | $1,496 | $3,972-62.3% | $4,917-69.6% | $4,139-63.9% |
| Admin fee / account holder | $1,679 | $10,249-83.6% | $12,439-86.5% | $7,234-76.8% |