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 | $68,757 | $125,758-45.3% | $169,993-59.6% | $75,163-8.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.94% | 27.20%-10.3pp | 53.37%-36.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,307 | $4,615-50.0% | $6,785-66.0% | $2,670-13.6% |
| Participant deferral / active EE | $2,846 | $6,837-58.4% | $10,408-72.7% | $4,125-31.0% |
| Admin fee / account holder | $2,164 | $8,173-73.5% | $12,815-83.1% | $5,651-61.7% |