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 | $79,636 | $118,849-33.0% | $96,562-17.5% | $167,490-52.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 9.04% | 50.49%-41.4pp | 37.78%-28.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $924 | $3,120-70.4% | $2,356-60.8% | $4,837-80.9% |
| Participant deferral / active EE | $1,075 | $4,616-76.7% | $3,849-72.1% | $6,341-83.0% |
| Admin fee / account holder | $11,233 | $8,065+39.3% | $6,181+81.7% | $12,309-8.7% |