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 | $40,702 | $102,317-60.2% | $146,958-72.3% | $80,856-49.7% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.2%-10.0pp | 67.6%+4.5pp |
| Annual return | 14.09% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,515 | $3,713+48.5% | $4,933+11.8% | $2,755+100.2% |
| Participant deferral / active EE | $1,853 | $6,644-72.1% | $8,070-77.0% | $4,296-56.9% |
| Admin fee / account holder | $1,290 | $7,941-83.8% | $12,998-90.1% | $6,918-81.4% |