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 | $73,779 | $137,414-46.3% | $189,513-61.1% | $85,850-14.1% |
| Participation rate | 90.0% | 84.6%+5.4pp | 87.8%+2.2pp | 69.3%+20.7pp |
| Annual return | 15.91% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,039 | $4,344-7.0% | $6,162-34.4% | $2,565+57.5% |
| Participant deferral / active EE | $2,722 | $6,260-56.5% | $8,221-66.9% | $3,952-31.1% |
| Admin fee / account holder | $2,074 | $8,630-76.0% | $12,045-82.8% | $6,260-66.9% |