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 | $65,564 | $126,574-48.2% | $106,213-38.3% | $145,922-55.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.13% | 224.79%-212.7pp | 116.14%-104.0pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,602 | $3,730-57.1% | $3,171-49.5% | $4,660-65.6% |
| Participant deferral / active EE | $334 | $5,724-94.2% | $5,016-93.3% | $6,688-95.0% |
| Admin fee / account holder | $1,227 | $17,304-92.9% | $11,033-88.9% | $13,397-90.8% |