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 | $82,799 | $124,281-33.4% | $109,143-24.1% | $167,490-50.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 42.08% | 26.04%+16.0pp | 25.75%+16.3pp | 478.56%-436.5pp |
| Employer contribution / active EE | $3,084 | $4,207-26.7% | $3,722-17.1% | $4,837-36.2% |
| Participant deferral / active EE | $1,350 | $5,255-74.3% | $4,653-71.0% | $6,341-78.7% |
| Admin fee / account holder | $3,578 | $7,970-55.1% | $6,752-47.0% | $12,309-70.9% |