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 | $48,871 | $112,096-56.4% | $95,952-49.1% | $158,922-69.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.66% | 171.09%-151.4pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,580 | $3,198-50.6% | $2,541-37.8% | $4,761-66.8% |
| Participant deferral / active EE | $1,495 | $4,784-68.7% | $4,167-64.1% | $5,982-75.0% |
| Admin fee / account holder | $1,344 | $10,130-86.7% | $6,795-80.2% | $11,246-88.0% |