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 | $22,740 | $183,592-87.6% | $155,567-85.4% | $145,959-84.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 39.66% | 61.24%-21.6pp | 64.74%-25.1pp | 561.95%-522.3pp |
| Employer contribution / active EE | $2,979 | $5,315-43.9% | $4,674-36.3% | $4,661-36.1% |
| Participant deferral / active EE | $82 | $6,464-98.7% | $5,628-98.5% | $6,689-98.8% |
| Admin fee / account holder | $1,455 | $19,318-92.5% | $15,916-90.9% | $13,398-89.1% |