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 | $63,569 | $197,591-67.8% | $177,821-64.3% | $158,922-60.0% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 10.66% | 58.76%-48.1pp | 48.32%-37.7pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,035 | $6,697-69.6% | $5,918-65.6% | $4,761-57.3% |
| Participant deferral / active EE | $2,686 | $8,405-68.0% | $7,714-65.2% | $5,982-55.1% |
| Admin fee / account holder | $1,944 | $15,399-87.4% | $12,427-84.4% | $11,246-82.7% |