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 | $78,827 | $123,793-36.3% | $177,821-55.7% | $79,858-1.3% |
| Participation rate | 98.5% | 84.7%+13.9pp | 87.7%+10.8pp | 69.6%+28.9pp |
| Annual return | 21.95% | 22.82%-0.9pp | 48.32%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,265 | $4,095-20.3% | $5,918-44.8% | $2,471+32.1% |
| Participant deferral / active EE | $1,722 | $5,956-71.1% | $7,714-77.7% | $3,740-54.0% |
| Admin fee / account holder | $3,937 | $7,243-45.6% | $12,427-68.3% | $5,306-25.8% |