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 | $85,833 | $86,286-0.5% | $111,297-22.9% | $85,8500% |
| Participation rate | 98.5% | 73.3%+25.2pp | 77.3%+21.2pp | 69.3%+29.2pp |
| Annual return | 12.19% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,540 | $2,043-24.6% | $2,731-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $1,644 | $3,641-54.9% | $4,487-63.4% | $3,952-58.4% |
| Admin fee / account holder | $3,116 | $8,188-61.9% | $7,964-60.9% | $6,260-50.2% |