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 | $233,436 | $111,724+108.9% | $93,606+149.4% | $145,922+60.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 11.01% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $598 | $3,090-80.7% | $2,420-75.3% | $4,660-87.2% |
| Participant deferral / active EE | $733 | $4,912-85.1% | $4,411-83.4% | $6,688-89.0% |
| Admin fee / account holder | $4,350 | $10,250-57.6% | $8,285-47.5% | $13,397-67.5% |