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 | $57,911 | $105,181-44.9% | $159,436-63.7% | $85,850-32.5% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 19.28% | 45.07%-25.8pp | 263.57%-244.3pp | 318.53%-299.3pp |
| Employer contribution / active EE | $4,255 | $3,318+28.2% | $4,829-11.9% | $2,565+65.9% |
| Participant deferral / active EE | $2,331 | $5,945-60.8% | $7,352-68.3% | $3,952-41.0% |
| Admin fee / account holder | $1,926 | $6,933-72.2% | $10,799-82.2% | $6,260-69.2% |