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 | $66,670 | $72,277-7.8% | $101,248-34.2% | $79,858-16.5% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 12.06% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $10,484 | $2,692+289.5% | $3,660+186.5% | $2,471+324.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $802 | $4,400-81.8% | $5,945-86.5% | $5,306-84.9% |