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 | $68,655 | $102,317-32.9% | $146,958-53.3% | $80,856-15.1% |
| Participation rate | 96.8% | 75.8%+20.9pp | 82.2%+14.6pp | 67.6%+29.1pp |
| Annual return | 12.82% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $7,067 | $3,713+90.3% | $4,933+43.3% | $2,755+156.5% |
| Participant deferral / active EE | $2,172 | $6,644-67.3% | $8,070-73.1% | $4,296-49.4% |
| Admin fee / account holder | $29,172 | $7,941+267.4% | $12,998+124.4% | $6,918+321.7% |