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 | $84,875 | $111,535-23.9% | $105,223-19.3% | $137,256-38.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.10% | 237.85%-225.8pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,262 | $3,939-68.0% | $3,689-65.8% | $4,156-69.6% |
| Participant deferral / active EE | $1,297 | $5,500-76.4% | $5,072-74.4% | $6,407-79.8% |
| Admin fee / account holder | $3,265 | $9,721-66.4% | $8,859-63.1% | $12,270-73.4% |