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 | $59,965 | $137,414-56.4% | $189,513-68.4% | $85,850-30.2% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 13.44% | 38.14%-24.7pp | 555.15%-541.7pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,599 | $4,344-63.2% | $6,162-74.0% | $2,565-37.6% |
| Participant deferral / active EE | $2,714 | $6,260-56.6% | $8,221-67.0% | $3,952-31.3% |
| Admin fee / account holder | $2,218 | $8,630-74.3% | $12,045-81.6% | $6,260-64.6% |