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 | $70,552 | $183,963-61.6% | $162,163-56.5% | $152,861-53.8% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 16.32% | 150.76%-134.4pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,895 | $6,371-70.3% | $5,614-66.2% | $4,762-60.2% |
| Participant deferral / active EE | $2,170 | $8,034-73.0% | $7,298-70.3% | $5,850-62.9% |
| Admin fee / account holder | $20,577 | $13,121+56.8% | $10,843+89.8% | $11,596+77.4% |