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 | $78,871 | $198,466-60.3% | $170,442-53.7% | $147,584-46.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.69% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,236 | $6,184-47.7% | $5,433-40.4% | $4,876-33.6% |
| Participant deferral / active EE | $1,918 | $5,629-65.9% | $4,939-61.2% | $5,439-64.7% |
| Admin fee / account holder | $7,778 | $16,852-53.8% | $13,880-44.0% | $10,885-28.5% |