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 | $124,707 | $111,754+11.6% | $103,333+20.7% | $145,922-14.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.24% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,579 | $4,212-62.5% | $3,868-59.2% | $4,660-66.1% |
| Participant deferral / active EE | $578 | $5,619-89.7% | $5,057-88.6% | $6,688-91.4% |
| Admin fee / account holder | $38,449 | $9,750+294.3% | $8,355+360.2% | $13,397+187.0% |