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 | $130,040 | $126,574+2.7% | $106,213+22.4% | $145,922-10.9% |
| Participation rate | 92.3% | 77.6%+14.7pp | 75.3%+17.0pp | 80.3%+12.0pp |
| Annual return | 12.46% | 224.79%-212.3pp | 116.14%-103.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,182 | $3,730-68.3% | $3,171-62.7% | $4,660-74.6% |
| Participant deferral / active EE | $1,542 | $5,724-73.1% | $5,016-69.3% | $6,688-76.9% |
| Admin fee / account holder | $7,523 | $17,304-56.5% | $11,033-31.8% | $13,397-43.8% |