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 | $83,316 | $175,202-52.4% | $149,673-44.3% | $139,434-40.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 17.37% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,344 | $5,474-75.4% | $4,818-72.1% | $4,751-71.7% |
| Participant deferral / active EE | $1,540 | $6,519-76.4% | $5,680-72.9% | $6,710-77.0% |
| Admin fee / account holder | $4,643 | $16,150-71.3% | $13,210-64.9% | $11,403-59.3% |