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 | $60,168 | $125,758-52.2% | $169,993-64.6% | $75,163-20.0% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.0%+1.0pp | 67.2%+20.8pp |
| Annual return | 17.35% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,873 | $4,615-59.4% | $6,785-72.4% | $2,670-29.9% |
| Participant deferral / active EE | $1,873 | $6,837-72.6% | $10,408-82.0% | $4,125-54.6% |
| Admin fee / account holder | $759 | $8,173-90.7% | $12,815-94.1% | $5,651-86.6% |