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 | $74,021 | $109,327-32.3% | $89,391-17.2% | $158,922-53.4% |
| Participation rate | 95.7% | 74.3%+21.4pp | 68.0%+27.7pp | 82.0%+13.7pp |
| Annual return | 10.93% | 345.68%-334.7pp | 245.62%-234.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,245 | $3,170+33.9% | $2,586+64.2% | $4,761-10.8% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,508 | $6,153-75.5% | $4,881-69.1% | $11,246-86.6% |