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 | $105,750 | $115,770-8.7% | $101,248+4.4% | $158,922-33.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 11.91% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $15,004 | $4,175+259.4% | $3,660+310.0% | $4,761+215.1% |
| Participant deferral / active EE | $1,154 | $4,957-76.7% | $4,370-73.6% | $5,982-80.7% |
| Admin fee / account holder | $3,788 | $7,245-47.7% | $5,945-36.3% | $11,246-66.3% |