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 | $56,536 | $79,944-29.3% | $98,439-42.6% | $75,163-24.8% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.2%+4.8pp | 67.2%+12.8pp |
| Annual return | 16.20% | 19.75%-3.5pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,059 | $2,264-9.0% | $3,048-32.4% | $2,670-22.9% |
| Participant deferral / active EE | $1,400 | $3,752-62.7% | $4,738-70.5% | $4,125-66.1% |
| Admin fee / account holder | $16,514 | $6,840+141.4% | $8,948+84.6% | $5,651+192.2% |