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 | $82,945 | $105,859-21.6% | $90,160-8.0% | $147,584-43.8% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 10.36% | 37.63%-27.3pp | 34.88%-24.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $957 | $4,126-76.8% | $3,318-71.2% | $4,876-80.4% |
| Participant deferral / active EE | $1,574 | $5,733-72.6% | $5,288-70.2% | $5,439-71.1% |
| Admin fee / account holder | $5,791 | $8,046-28.0% | $5,943-2.6% | $10,885-46.8% |