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 | $90,962 | $185,822-51.0% | $169,993-46.5% | $139,434-34.8% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 14.96% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,578 | $7,590-79.2% | $6,785-76.7% | $4,751-66.8% |
| Participant deferral / active EE | $1,844 | $11,622-84.1% | $10,408-82.3% | $6,710-72.5% |
| Admin fee / account holder | $4,243 | $15,381-72.4% | $12,815-66.9% | $11,403-62.8% |