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 | $67,041 | $125,758-46.7% | $169,993-60.6% | $75,163-10.8% |
| Participation rate | 94.0% | 83.6%+10.4pp | 87.0%+7.0pp | 67.2%+26.8pp |
| Annual return | 14.31% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,130 | $4,615-10.5% | $6,785-39.1% | $2,670+54.7% |
| Participant deferral / active EE | $2,696 | $6,837-60.6% | $10,408-74.1% | $4,125-34.6% |
| Admin fee / account holder | $23,360 | $8,173+185.8% | $12,815+82.3% | $5,651+313.4% |