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 | $34,489 | $78,672-56.2% | $109,143-68.4% | $85,850-59.8% |
| Participation rate | 82.7% | 68.3%+14.4pp | 75.9%+6.8pp | 69.3%+13.4pp |
| Annual return | 13.90% | 25.09%-11.2pp | 25.75%-11.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $7,133 | $2,735+160.8% | $3,722+91.7% | $2,565+178.1% |
| Participant deferral / active EE | $1,043 | $3,467-69.9% | $4,653-77.6% | $3,952-73.6% |
| Admin fee / account holder | $1,718 | $5,469-68.6% | $6,752-74.5% | $6,260-72.5% |