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 | $67,115 | $112,881-40.5% | $90,951-26.2% | $158,922-57.8% |
| Participation rate | 82.6% | 74.7%+7.9pp | 69.0%+13.6pp | 82.0%+0.7pp |
| Annual return | 18.35% | 215.79%-197.4pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $2,775 | $2,893-4.1% | $2,122+30.8% | $4,761-41.7% |
| Participant deferral / active EE | $803 | $4,128-80.6% | $3,373-76.2% | $5,982-86.6% |
| Admin fee / account holder | $481 | $8,041-94.0% | $5,959-91.9% | $11,246-95.7% |