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 | $62,156 | $114,047-45.5% | $96,139-35.3% | $167,490-62.9% |
| Participation rate | 70.6% | 75.1%-4.5pp | 68.4%+2.1pp | 82.1%-11.5pp |
| Annual return | 36.78% | 189.88%-153.1pp | 191.94%-155.2pp | 478.56%-441.8pp |
| Employer contribution / active EE | $483 | $3,427-85.9% | $2,797-82.7% | $4,837-90.0% |
| Participant deferral / active EE | $637 | $5,194-87.7% | $4,349-85.3% | $6,341-89.9% |
| Admin fee / account holder | $4,940 | $6,897-28.4% | $5,537-10.8% | $12,309-59.9% |