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 | $166,243 | $209,411-20.6% | $178,490-6.9% | $158,922+4.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 6.70% | 188.75%-182.0pp | 151.07%-144.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,339 | $5,706-76.5% | $5,011-73.3% | $4,761-71.9% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,064 | $17,074-93.8% | $13,984-92.4% | $11,246-90.5% |