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 | $51,354 | $73,515-30.1% | $62,995-18.5% | $147,584-65.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.8%+2.1pp | 82.8%-5.9pp |
| Annual return | 12.28% | 175.43%-163.1pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,481 | $3,320-25.3% | $2,759-10.1% | $4,876-49.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,281 | $5,953-78.5% | $3,600-64.4% | $10,885-88.2% |