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 | $64,308 | $112,096-42.6% | $95,952-33.0% | $158,922-59.5% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 8.91% | 171.09%-162.2pp | 91.61%-82.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $6,898 | $3,198+115.7% | $2,541+171.5% | $4,761+44.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $364 | $10,130-96.4% | $6,795-94.6% | $11,246-96.8% |