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 | $76,658 | $150,440-49.0% | $136,294-43.8% | $147,584-48.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.99% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,163 | $5,256-77.9% | $4,695-75.2% | $4,876-76.1% |
| Participant deferral / active EE | $2,040 | $6,630-69.2% | $6,247-67.3% | $5,439-62.5% |
| Admin fee / account holder | $17,995 | $10,905+65.0% | $9,243+94.7% | $10,885+65.3% |