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 | $92,477 | $226,064-59.1% | $182,532-49.3% | $152,861-39.5% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.0%+17.7pp | 82.4%+13.2pp |
| Annual return | 19.21% | 192.51%-173.3pp | 148.54%-129.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $609 | $4,978-87.8% | $4,076-85.0% | $4,762-87.2% |
| Participant deferral / active EE | $779 | $6,368-87.8% | $5,524-85.9% | $5,850-86.7% |
| Admin fee / account holder | $3,401 | $10,703-68.2% | $8,592-60.4% | $11,596-70.7% |