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 | $49,342 | $144,119-65.8% | $117,854-58.1% | $147,584-66.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.34% | 531.15%-509.8pp | 335.08%-313.7pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,678 | $4,896-65.7% | $3,786-55.7% | $4,876-65.6% |
| Participant deferral / active EE | $579 | $5,316-89.1% | $4,482-87.1% | $5,439-89.4% |
| Admin fee / account holder | $2,738 | $10,886-74.9% | $8,020-65.9% | $10,885-74.9% |