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 | $46,949 | $105,998-55.7% | $92,233-49.1% | $147,584-68.2% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 17.56% | 50.05%-32.5pp | 176.28%-158.7pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $971 | $4,478-78.3% | $3,897-75.1% | $5,439-82.1% |
| Admin fee / account holder | $663 | $6,332-89.5% | $5,194-87.2% | $10,885-93.9% |