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 | $72,040 | $93,373-22.8% | $152,466-52.8% | $85,850-16.1% |
| Participation rate | 96.5% | 70.1%+26.4pp | 78.2%+18.3pp | 69.3%+27.2pp |
| Annual return | 23.61% | 21.84%+1.8pp | 757.33%-733.7pp | 318.53%-294.9pp |
| Employer contribution / active EE | $2,268 | $2,996-24.3% | $4,327-47.6% | $2,565-11.6% |
| Participant deferral / active EE | $0 | $4,550-100.0% | $5,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,528 | $13,853-2.3% | $15,805-14.4% | $6,260+116.1% |