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 | $40,854 | $98,240-58.4% | $82,313-50.4% | $147,584-72.3% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 13.81% | 30.85%-17.0pp | 25.88%-12.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,497 | $3,192-53.1% | $2,428-38.3% | $4,876-69.3% |
| Participant deferral / active EE | $1,233 | $4,383-71.9% | $3,706-66.7% | $5,439-77.3% |
| Admin fee / account holder | $5,270 | $8,563-38.5% | $5,608-6.0% | $10,885-51.6% |