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 | $74,038 | $123,909-40.2% | $69,647+6.3% | $145,922-49.3% |
| Participation rate | 92.3% | 69.2%+23.1pp | 66.5%+25.9pp | 80.3%+12.0pp |
| Annual return | 12.88% | 190.55%-177.7pp | 100.48%-87.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,216 | $2,682-17.3% | $1,712+29.4% | $4,660-52.4% |
| Participant deferral / active EE | $473 | $4,236-88.8% | $2,886-83.6% | $6,688-92.9% |
| Admin fee / account holder | $484 | $7,863-93.8% | $4,713-89.7% | $13,397-96.4% |