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 | $84,314 | $89,753-6.1% | $107,525-21.6% | $84,808-0.6% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 15.26% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,826 | $3,113+22.9% | $3,754+1.9% | $2,631+45.4% |
| Participant deferral / active EE | $1,100 | $4,056-72.9% | $5,116-78.5% | $4,212-73.9% |
| Admin fee / account holder | $21,695 | $7,222+200.4% | $8,919+143.3% | $7,344+195.4% |