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 | $34,248 | $68,719-50.2% | $91,541-62.6% | $84,808-59.6% |
| Participation rate | 98.4% | 64.5%+33.9pp | 69.8%+28.6pp | 68.3%+30.1pp |
| Annual return | 14.97% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,125 | $1,920+62.8% | $2,505+24.8% | $2,631+18.8% |
| Participant deferral / active EE | $1,056 | $3,136-66.3% | $4,008-73.6% | $4,212-74.9% |
| Admin fee / account holder | $9,351 | $5,786+61.6% | $6,956+34.4% | $7,344+27.3% |