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 | $40,985 | $70,428-41.8% | $96,562-57.6% | $85,850-52.3% |
| Participation rate | 90.4% | 61.8%+28.6pp | 69.8%+20.6pp | 69.3%+21.1pp |
| Annual return | 19.16% | 18.59%+0.6pp | 37.78%-18.6pp | 318.53%-299.4pp |
| Employer contribution / active EE | $1,184 | $1,413-16.2% | $2,356-49.8% | $2,565-53.8% |
| Participant deferral / active EE | $1,149 | $2,894-60.3% | $3,849-70.2% | $3,952-70.9% |
| Admin fee / account holder | $6,777 | $4,997+35.6% | $6,181+9.7% | $6,260+8.3% |