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 | $90,752 | $107,334-15.4% | $92,893-2.3% | $152,861-40.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 19.35% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $5,216 | $4,221+23.6% | $3,653+42.8% | $4,762+9.5% |
| Participant deferral / active EE | $540 | $4,845-88.9% | $4,236-87.3% | $5,850-90.8% |
| Admin fee / account holder | $19,600 | $7,079+176.9% | $5,794+238.3% | $11,596+69.0% |