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 | $69,693 | $98,750-29.4% | $149,696-53.4% | $79,858-12.7% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,226 | $3,216-61.9% | $4,644-73.6% | $2,471-50.4% |
| Participant deferral / active EE | $2,005 | $5,680-64.7% | $6,842-70.7% | $3,740-46.4% |
| Admin fee / account holder | $556 | $6,053-90.8% | $9,309-94.0% | $5,306-89.5% |