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 | $45,951 | $90,348-49.1% | $75,972-39.5% | $145,922-68.5% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.1%+20.4pp | 80.3%+9.2pp |
| Annual return | 10.76% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,582 | $3,311+38.4% | $2,685+70.7% | $4,660-1.7% |
| Participant deferral / active EE | $951 | $5,162-81.6% | $4,255-77.6% | $6,688-85.8% |
| Admin fee / account holder | $10,476 | $8,467+23.7% | $6,467+62.0% | $13,397-21.8% |