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 | $25,996 | $115,882-77.6% | $100,516-74.1% | $158,922-83.6% |
| Participation rate | 85.0% | 81.6%+3.4pp | 79.4%+5.6pp | 82.0%+3.0pp |
| Annual return | 15.38% | 34.79%-19.4pp | 30.89%-15.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,016 | $4,103-75.2% | $3,418-70.3% | $4,761-78.7% |
| Participant deferral / active EE | $1,404 | $6,674-79.0% | $6,270-77.6% | $5,982-76.5% |
| Admin fee / account holder | $2,523 | $10,995-77.1% | $8,081-68.8% | $11,246-77.6% |