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 | $69,312 | $150,187-53.8% | $120,354-42.4% | $145,922-52.5% |
| Participation rate | 92.9% | 78.8%+14.1pp | 71.9%+20.9pp | 80.3%+12.6pp |
| Annual return | 11.91% | 154.07%-142.2pp | 107.15%-95.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,317 | $4,348-46.7% | $3,463-33.1% | $4,660-50.3% |
| Participant deferral / active EE | $786 | $6,173-87.3% | $4,991-84.3% | $6,688-88.3% |
| Admin fee / account holder | $7,190 | $12,207-41.1% | $9,423-23.7% | $13,397-46.3% |