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 | $90,740 | $183,963-50.7% | $162,163-44.0% | $152,861-40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.51% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,717 | $6,371-57.4% | $5,614-51.6% | $4,762-42.9% |
| Participant deferral / active EE | $1,721 | $8,034-78.6% | $7,298-76.4% | $5,850-70.6% |
| Admin fee / account holder | $7,225 | $13,121-44.9% | $10,843-33.4% | $11,596-37.7% |