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 | $68,031 | $210,648-67.7% | $177,989-61.8% | $145,922-53.4% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 8.62% | 385.86%-377.2pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,629 | $4,565-64.3% | $3,949-58.7% | $4,660-65.0% |
| Participant deferral / active EE | $268 | $6,958-96.2% | $6,276-95.7% | $6,688-96.0% |
| Admin fee / account holder | $4,835 | $12,013-59.7% | $10,363-53.3% | $13,397-63.9% |