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 | $39,773 | $90,600-56.1% | $79,464-49.9% | $135,375-70.6% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 5.42% | 977.43%-972.0pp | 718.14%-712.7pp | 519.73%-514.3pp |
| Employer contribution / active EE | $3,751 | $3,068+22.3% | $2,800+33.9% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,284 | $5,907-78.3% | $5,113-74.9% | $10,827-88.1% |