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 | $67,135 | $124,185-45.9% | $108,410-38.1% | $167,490-59.9% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 12.86% | 1379.64%-1366.8pp | 905.27%-892.4pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,696 | $4,187-59.5% | $3,558-52.3% | $4,837-64.9% |
| Participant deferral / active EE | $1,901 | $6,908-72.5% | $6,563-71.0% | $6,341-70.0% |
| Admin fee / account holder | $11,294 | $9,455+19.5% | $7,295+54.8% | $12,309-8.2% |