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 | $85,555 | $127,065-32.7% | $113,168-24.4% | $142,382-39.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.38% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $852 | $3,442-75.2% | $2,975-71.4% | $4,299-80.2% |
| Participant deferral / active EE | $838 | $5,716-85.3% | $5,107-83.6% | $6,507-87.1% |
| Admin fee / account holder | $1,078 | $15,736-93.1% | $12,068-91.1% | $12,624-91.5% |