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 | $84,571 | $137,414-38.5% | $189,513-55.4% | $85,850-1.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.53% | 38.14%-19.6pp | 555.15%-536.6pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,956 | $4,344-32.0% | $6,162-52.0% | $2,565+15.2% |
| Participant deferral / active EE | $2,529 | $6,260-59.6% | $8,221-69.2% | $3,952-36.0% |
| Admin fee / account holder | $3,628 | $8,630-58.0% | $12,045-69.9% | $6,260-42.1% |