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 | $85,703 | $99,985-14.3% | $146,665-41.6% | $85,850-0.2% |
| Participation rate | 81.0% | 73.1%+7.9pp | 80.1%+0.9pp | 69.3%+11.6pp |
| Annual return | 42.51% | 18.93%+23.6pp | 22.74%+19.8pp | 318.53%-276.0pp |
| Employer contribution / active EE | $6,334 | $2,559+147.6% | $4,136+53.1% | $2,565+146.9% |
| Participant deferral / active EE | $149 | $4,006-96.3% | $5,506-97.3% | $3,952-96.2% |
| Admin fee / account holder | $8,858 | $7,702+15.0% | $10,280-13.8% | $6,260+41.5% |