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 | $62,253 | $209,411-70.3% | $178,490-65.1% | $158,922-60.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.34% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,532 | $5,706-73.2% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $601 | $5,954-89.9% | $5,202-88.5% | $5,982-90.0% |
| Admin fee / account holder | $1,186 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |