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 | $34,824 | $78,672-55.7% | $109,143-68.1% | $85,850-59.4% |
| Participation rate | 81.0% | 68.3%+12.7pp | 75.9%+5.1pp | 69.3%+11.6pp |
| Annual return | 17.92% | 25.09%-7.2pp | 25.75%-7.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,825 | $2,735-33.3% | $3,722-51.0% | $2,565-28.8% |
| Participant deferral / active EE | $1,008 | $3,467-70.9% | $4,653-78.3% | $3,952-74.5% |
| Admin fee / account holder | $1,899 | $5,469-65.3% | $6,752-71.9% | $6,260-69.7% |