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 | $51,308 | $209,411-75.5% | $178,490-71.3% | $158,922-67.7% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 7.45% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,264 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $1,934 | $5,954-67.5% | $5,202-62.8% | $5,982-67.7% |
| Admin fee / account holder | $18,348 | $17,074+7.5% | $13,984+31.2% | $11,246+63.2% |