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 | $57,764 | $78,672-26.6% | $109,143-47.1% | $85,850-32.7% |
| Participation rate | 93.5% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.2pp |
| Annual return | 13.49% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,104 | $2,735+13.5% | $3,722-16.6% | $2,565+21.0% |
| Participant deferral / active EE | $997 | $3,467-71.3% | $4,653-78.6% | $3,952-74.8% |
| Admin fee / account holder | $9,706 | $5,469+77.5% | $6,752+43.8% | $6,260+55.1% |