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 | $95,817 | $209,411-54.2% | $178,490-46.3% | $158,922-39.7% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 11.42% | 188.75%-177.3pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,455 | $5,706-4.4% | $5,011+8.9% | $4,761+14.6% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,498 | $17,074-79.5% | $13,984-75.0% | $11,246-68.9% |