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 | $80,626 | $96,965-16.9% | $97,995-17.7% | $147,584-45.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.66% | 24.11%-12.5pp | 23.94%-12.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $3,074 | $4,536-32.2% | $4,158-26.1% | $4,876-37.0% |
| Participant deferral / active EE | $1,561 | $5,081-69.3% | $5,097-69.4% | $5,439-71.3% |
| Admin fee / account holder | $32,987 | $8,120+306.2% | $5,943+455.0% | $10,885+203.0% |