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 | $101,422 | $96,128+5.5% | $136,007-25.4% | $80,856+25.4% |
| Participation rate | 97.6% | 71.2%+26.4pp | 76.5%+21.2pp | 67.6%+30.0pp |
| Annual return | 14.01% | 28.71%-14.7pp | 579.32%-565.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $5,899 | $3,351+76.0% | $4,217+39.9% | $2,755+114.1% |
| Participant deferral / active EE | $1,328 | $5,709-76.7% | $7,025-81.1% | $4,296-69.1% |
| Admin fee / account holder | $3,512 | $8,236-57.4% | $6,858-48.8% | $6,918-49.2% |