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 | $104,567 | $112,881-7.4% | $90,951+15.0% | $158,922-34.2% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 20.21% | 215.79%-195.6pp | 134.60%-114.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $493 | $2,893-83.0% | $2,122-76.8% | $4,761-89.7% |
| Participant deferral / active EE | $787 | $4,128-80.9% | $3,373-76.7% | $5,982-86.8% |
| Admin fee / account holder | $1,176 | $8,041-85.4% | $5,959-80.3% | $11,246-89.5% |