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 | $129,407 | $118,849+8.9% | $96,562+34.0% | $167,490-22.7% |
| Participation rate | 88.2% | 75.5%+12.8pp | 69.8%+18.4pp | 82.1%+6.1pp |
| Annual return | 9.09% | 50.49%-41.4pp | 37.78%-28.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,941 | $3,120-5.7% | $2,356+24.8% | $4,837-39.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $27,504 | $8,065+241.0% | $6,181+345.0% | $12,309+123.4% |