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 | $95,992 | $198,466-51.6% | $170,442-43.7% | $147,584-35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.68% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,617 | $6,184-57.7% | $5,433-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $1,900 | $5,629-66.2% | $4,939-61.5% | $5,439-65.1% |
| Admin fee / account holder | $1,639 | $16,852-90.3% | $13,880-88.2% | $10,885-84.9% |