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 | $72,872 | $123,793-41.1% | $177,821-59.0% | $79,858-8.7% |
| Participation rate | 83.8% | 84.7%-0.9pp | 87.7%-3.9pp | 69.6%+14.2pp |
| Annual return | 15.58% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,517 | $4,095-62.9% | $5,918-74.4% | $2,471-38.6% |
| Participant deferral / active EE | $2,135 | $5,956-64.1% | $7,714-72.3% | $3,740-42.9% |
| Admin fee / account holder | $14,013 | $7,243+93.5% | $12,427+12.8% | $5,306+164.1% |