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 | $52,309 | $97,757-46.5% | $83,848-37.6% | $135,375-61.4% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | 9.98% | 1287.37%-1277.4pp | 850.88%-840.9pp | 519.73%-509.8pp |
| Employer contribution / active EE | $827 | $4,222-80.4% | $3,631-77.2% | $4,779-82.7% |
| Participant deferral / active EE | $683 | $4,682-85.4% | $4,082-83.3% | $5,609-87.8% |
| Admin fee / account holder | $11,967 | $6,674+79.3% | $5,478+118.4% | $10,827+10.5% |