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 | $83,754 | $90,745-7.7% | $130,231-35.7% | $75,163+11.4% |
| Participation rate | 88.4% | 71.1%+17.3pp | 76.3%+12.1pp | 67.2%+21.2pp |
| Annual return | 18.56% | 34.45%-15.9pp | 38.77%-20.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $6,417 | $3,314+93.6% | $4,126+55.5% | $2,670+140.4% |
| Participant deferral / active EE | $1,070 | $5,362-80.0% | $6,799-84.3% | $4,125-74.1% |
| Admin fee / account holder | $5,888 | $6,331-7.0% | $6,020-2.2% | $5,651+4.2% |