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 | $73,003 | $209,832-65.2% | $189,513-61.5% | $167,490-56.4% |
| Participation rate | 73.9% | 88.7%-14.8pp | 87.8%-13.9pp | 82.1%-8.2pp |
| Annual return | 12.79% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,597 | $6,914-76.9% | $6,162-74.1% | $4,837-67.0% |
| Participant deferral / active EE | $1,597 | $8,935-82.1% | $8,221-80.6% | $6,341-74.8% |
| Admin fee / account holder | $6,710 | $14,293-53.1% | $12,045-44.3% | $12,309-45.5% |