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 | $61,347 | $133,922-54.2% | $116,228-47.2% | $142,382-56.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.21% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,169 | $3,446-66.1% | $2,994-60.9% | $4,299-72.8% |
| Participant deferral / active EE | $832 | $5,672-85.3% | $4,953-83.2% | $6,507-87.2% |
| Admin fee / account holder | $5,115 | $14,945-65.8% | $11,989-57.3% | $12,624-59.5% |