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 | $85,658 | $192,717-55.6% | $142,449-39.9% | $139,434-38.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 15.40% | 17.99%-2.6pp | 19.99%-4.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,378 | $5,806-76.3% | $4,847-71.6% | $4,751-71.0% |
| Participant deferral / active EE | $2,171 | $7,208-69.9% | $6,283-65.4% | $6,710-67.6% |
| Admin fee / account holder | $6,078 | $15,124-59.8% | $10,011-39.3% | $11,403-46.7% |