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 | $47,989 | $150,197-68.0% | $120,368-60.1% | $145,959-67.1% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 9.45% | 154.26%-144.8pp | 107.26%-97.8pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,115 | $4,350-28.4% | $3,465-10.1% | $4,661-33.2% |
| Participant deferral / active EE | $1,191 | $6,174-80.7% | $4,991-76.1% | $6,689-82.2% |
| Admin fee / account holder | $65,729 | $12,216+438.0% | $9,429+597.1% | $13,398+390.6% |