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 | $100,573 | $99,079+1.5% | $77,999+28.9% | $273,961-63.3% |
| Participation rate | 91.7% | 78.6%+13.1pp | 75.5%+16.1pp | 83.0%+8.7pp |
| Annual return | 2.56% | 217.93%-215.4pp | 425.96%-423.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,250 | $3,308-62.2% | $2,470-49.4% | $4,869-74.3% |
| Participant deferral / active EE | $211 | $4,306-95.1% | $3,497-94.0% | $5,287-96.0% |
| Admin fee / account holder | $3,086 | $8,954-65.5% | $5,480-43.7% | $10,132-69.5% |