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 | $108,706 | $159,901-32.0% | $146,958-26.0% | $145,922-25.5% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 12.21% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,636 | $5,286-69.0% | $4,933-66.8% | $4,660-64.9% |
| Participant deferral / active EE | $2,334 | $8,428-72.3% | $8,070-71.1% | $6,688-65.1% |
| Admin fee / account holder | $80,361 | $15,044+434.2% | $12,998+518.2% | $13,397+499.8% |