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 | $74,894 | $176,056-57.5% | $159,436-53.0% | $167,490-55.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.93% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,222 | $5,297-58.0% | $4,829-54.0% | $4,837-54.1% |
| Participant deferral / active EE | $420 | $7,750-94.6% | $7,352-94.3% | $6,341-93.4% |
| Admin fee / account holder | $3,984 | $12,554-68.3% | $10,799-63.1% | $12,309-67.6% |