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 | $41,997 | $78,422-46.4% | $95,952-56.2% | $79,858-47.4% |
| Participation rate | 76.2% | 73.5%+2.7pp | 77.1%-0.9pp | 69.6%+6.6pp |
| Annual return | 12.52% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,484 | $1,945-23.7% | $2,541-41.6% | $2,471-40.0% |
| Participant deferral / active EE | $1,059 | $3,440-69.2% | $4,167-74.6% | $3,740-71.7% |
| Admin fee / account holder | $9,700 | $5,622+72.5% | $6,795+42.7% | $5,306+82.8% |