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 | $80,829 | $176,812-54.3% | $146,665-44.9% | $167,490-51.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.00% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,237 | $5,160-56.6% | $4,136-45.9% | $4,837-53.7% |
| Participant deferral / active EE | $1,717 | $6,440-73.3% | $5,506-68.8% | $6,341-72.9% |
| Admin fee / account holder | $17,961 | $13,259+35.5% | $10,280+74.7% | $12,309+45.9% |