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 | $56,657 | $198,466-71.5% | $170,442-66.8% | $147,584-61.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 35.38% | 257.29%-221.9pp | 205.93%-170.6pp | 578.55%-543.2pp |
| Employer contribution / active EE | $1,336 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $1,739 | $5,629-69.1% | $4,939-64.8% | $5,439-68.0% |
| Admin fee / account holder | $2,379 | $16,852-85.9% | $13,880-82.9% | $10,885-78.1% |