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 | $84,638 | $137,414-38.4% | $189,513-55.3% | $85,850-1.4% |
| Participation rate | 92.0% | 84.6%+7.4pp | 87.8%+4.2pp | 69.3%+22.7pp |
| Annual return | 11.92% | 38.14%-26.2pp | 555.15%-543.2pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,216 | $4,344-49.0% | $6,162-64.0% | $2,565-13.6% |
| Participant deferral / active EE | $2,727 | $6,260-56.4% | $8,221-66.8% | $3,952-31.0% |
| Admin fee / account holder | $1,884 | $8,630-78.2% | $12,045-84.4% | $6,260-69.9% |