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 | $73,796 | $63,346+16.5% | $92,233-20.0% | $70,131+5.2% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 21.62% | 530.12%-508.5pp | 176.28%-154.7pp | 73.14%-51.5pp |
| Employer contribution / active EE | $2,272 | $2,471-8.1% | $3,679-38.2% | $2,342-3.0% |
| Participant deferral / active EE | $1,060 | $2,854-62.8% | $3,897-72.8% | $3,332-68.2% |
| Admin fee / account holder | $6,892 | $3,840+79.5% | $5,194+32.7% | $4,645+48.4% |