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 | $110,785 | $183,963-39.8% | $162,163-31.7% | $152,861-27.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 13.43% | 150.76%-137.3pp | 115.59%-102.2pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,456 | $6,371-77.1% | $5,614-74.1% | $4,762-69.4% |
| Participant deferral / active EE | $2,167 | $8,034-73.0% | $7,298-70.3% | $5,850-63.0% |
| Admin fee / account holder | $51,691 | $13,121+293.9% | $10,843+376.7% | $11,596+345.7% |