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 | $58,206 | $63,346-8.1% | $92,233-36.9% | $70,131-17.0% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 21.46% | 530.12%-508.7pp | 176.28%-154.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $6,763 | $2,471+173.7% | $3,679+83.8% | $2,342+188.7% |
| Participant deferral / active EE | $1,110 | $2,854-61.1% | $3,897-71.5% | $3,332-66.7% |
| Admin fee / account holder | $2,706 | $3,840-29.5% | $5,194-47.9% | $4,645-41.8% |