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 | $82,713 | $79,944+3.5% | $98,439-16.0% | $75,163+10.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.29% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,349 | $2,264+47.9% | $3,048+9.9% | $2,670+25.4% |
| Participant deferral / active EE | $1,562 | $3,752-58.4% | $4,738-67.0% | $4,125-62.1% |
| Admin fee / account holder | $1,539 | $6,840-77.5% | $8,948-82.8% | $5,651-72.8% |