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 | $42,539 | $98,463-56.8% | $119,258-64.3% | $85,850-50.4% |
| Participation rate | 96.9% | 77.6%+19.3pp | 82.7%+14.2pp | 69.3%+27.6pp |
| Annual return | 11.84% | 38.53%-26.7pp | 30.69%-18.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,383 | $3,698-8.5% | $4,384-22.8% | $2,565+31.9% |
| Participant deferral / active EE | $1,433 | $4,942-71.0% | $6,111-76.6% | $3,952-63.7% |
| Admin fee / account holder | $8,886 | $7,493+18.6% | $7,226+23.0% | $6,260+42.0% |