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 | $88,682 | $209,411-57.7% | $178,490-50.3% | $158,922-44.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.79% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,559 | $5,706-72.7% | $5,011-68.9% | $4,761-67.3% |
| Participant deferral / active EE | $1,284 | $5,954-78.4% | $5,202-75.3% | $5,982-78.5% |
| Admin fee / account holder | $482 | $17,074-97.2% | $13,984-96.6% | $11,246-95.7% |