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 | $96,367 | $209,411-54.0% | $178,490-46.0% | $158,922-39.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.38% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,167 | $5,706-62.0% | $5,011-56.8% | $4,761-54.5% |
| Participant deferral / active EE | $1,133 | $5,954-81.0% | $5,202-78.2% | $5,982-81.1% |
| Admin fee / account holder | $60,295 | $17,074+253.1% | $13,984+331.2% | $11,246+436.2% |