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 | $80,086 | $126,574-36.7% | $106,213-24.6% | $145,922-45.1% |
| Participation rate | 89.5% | 77.6%+11.8pp | 75.3%+14.2pp | 80.3%+9.2pp |
| Annual return | 17.09% | 224.79%-207.7pp | 116.14%-99.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,470 | $3,730-33.8% | $3,171-22.1% | $4,660-47.0% |
| Participant deferral / active EE | $730 | $5,724-87.2% | $5,016-85.4% | $6,688-89.1% |
| Admin fee / account holder | $1,141 | $17,304-93.4% | $11,033-89.7% | $13,397-91.5% |