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 | $40,882 | $198,466-79.4% | $170,442-76.0% | $147,584-72.3% |
| Participation rate | 93.8% | 88.0%+5.8pp | 83.6%+10.2pp | 82.8%+10.9pp |
| Annual return | 20.05% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,876 | $6,184-21.1% | $5,433-10.2% | $4,8760% |
| Participant deferral / active EE | $1,617 | $5,629-71.3% | $4,939-67.3% | $5,439-70.3% |
| Admin fee / account holder | $389 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |