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 | $67,342 | $111,754-39.7% | $103,333-34.8% | $145,922-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.72% | 24.77%-15.0pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,526 | $4,212-40.0% | $3,868-34.7% | $4,660-45.8% |
| Participant deferral / active EE | $1,414 | $5,619-74.8% | $5,057-72.0% | $6,688-78.9% |
| Admin fee / account holder | $20,685 | $9,750+112.1% | $8,355+147.6% | $13,397+54.4% |