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 | $32,027 | $217,402-85.3% | $185,823-82.8% | $167,490-80.9% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.32% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $8,976 | $5,873+52.8% | $5,167+73.7% | $4,837+85.5% |
| Participant deferral / active EE | $1,590 | $6,356-75.0% | $5,568-71.4% | $6,341-74.9% |
| Admin fee / account holder | $1,975 | $19,811-90.0% | $16,237-87.8% | $12,309-84.0% |