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 | $65,619 | $89,355-26.6% | $141,162-53.5% | $72,985-10.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 23.15% | 111.85%-88.7pp | 71.39%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,638 | $3,114-47.4% | $4,735-65.4% | $2,440-32.9% |
| Participant deferral / active EE | $1,333 | $5,418-75.4% | $6,709-80.1% | $3,607-63.0% |
| Admin fee / account holder | $1,393 | $5,958-76.6% | $10,261-86.4% | $5,124-72.8% |