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 | $62,728 | $135,635-53.8% | $110,238-43.1% | $135,375-53.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.05% | 513.19%-505.1pp | 314.74%-306.7pp | 519.73%-511.7pp |
| Employer contribution / active EE | $5,078 | $4,906+3.5% | $3,826+32.7% | $4,779+6.3% |
| Participant deferral / active EE | $1,256 | $5,506-77.2% | $4,672-73.1% | $5,609-77.6% |
| Admin fee / account holder | $6,209 | $11,457-45.8% | $8,547-27.4% | $10,827-42.7% |