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 | $65,154 | $154,117-57.7% | $129,995-49.9% | $139,434-53.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.85% | 32.48%-15.6pp | -137.18%+154.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,487 | $5,289-71.9% | $4,320-65.6% | $4,751-68.7% |
| Participant deferral / active EE | $1,538 | $6,710-77.1% | $5,820-73.6% | $6,710-77.1% |
| Admin fee / account holder | $1,799 | $14,007-87.2% | $10,614-83.1% | $11,403-84.2% |