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 | $78,001 | $124,319-37.3% | $111,297-29.9% | $167,490-53.4% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 9.22% | 37.44%-28.2pp | 54.65%-45.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,739 | $3,435-49.4% | $2,731-36.3% | $4,837-64.0% |
| Participant deferral / active EE | $1,528 | $5,180-70.5% | $4,487-65.9% | $6,341-75.9% |
| Admin fee / account holder | $6,989 | $10,618-34.2% | $7,964-12.2% | $12,309-43.2% |