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 | $20,940 | $109,817-80.9% | $98,442-78.7% | $167,490-87.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 18.97% | 1956.69%-1937.7pp | 1492.73%-1473.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,245 | $3,224-30.4% | $2,960-24.1% | $4,837-53.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,129 | $6,753-68.5% | $5,949-64.2% | $12,309-82.7% |