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 | $68,826 | $185,822-63.0% | $169,993-59.5% | $139,434-50.6% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 11.55% | 60.50%-49.0pp | 53.37%-41.8pp | 372.94%-361.4pp |
| Employer contribution / active EE | $2,559 | $7,590-66.3% | $6,785-62.3% | $4,751-46.1% |
| Participant deferral / active EE | $2,336 | $11,622-79.9% | $10,408-77.6% | $6,710-65.2% |
| Admin fee / account holder | $37,414 | $15,381+143.3% | $12,815+191.9% | $11,403+228.1% |