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 | $118,653 | $106,890+11.0% | $84,015+41.2% | $152,861-22.4% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 19.97% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,137 | $2,734-58.4% | $1,983-42.7% | $4,762-76.1% |
| Participant deferral / active EE | $945 | $4,011-76.4% | $3,239-70.8% | $5,850-83.8% |
| Admin fee / account holder | $7,957 | $8,285-4.0% | $6,101+30.4% | $11,596-31.4% |