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 | $44,940 | $154,117-70.8% | $129,995-65.4% | $139,434-67.8% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.5%+7.9pp | 80.3%+6.0pp |
| Annual return | 17.49% | 32.48%-15.0pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,954 | $5,289-44.2% | $4,320-31.6% | $4,751-37.8% |
| Participant deferral / active EE | $1,939 | $6,710-71.1% | $5,820-66.7% | $6,710-71.1% |
| Admin fee / account holder | $6,493 | $14,007-53.6% | $10,614-38.8% | $11,403-43.1% |