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 | $66,704 | $210,408-68.3% | $153,485-56.5% | $145,922-54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.64% | 13.37%+0.3pp | 15.65%-2.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $9,721 | $6,048+60.7% | $5,039+92.9% | $4,660+108.6% |
| Participant deferral / active EE | $1,439 | $7,975-82.0% | $6,757-78.7% | $6,688-78.5% |
| Admin fee / account holder | $6,455 | $19,419-66.8% | $12,724-49.3% | $13,397-51.8% |