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 | $96,507 | $183,963-47.5% | $162,163-40.5% | $152,861-36.9% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 16.68% | 150.76%-134.1pp | 115.59%-98.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,534 | $6,371-75.9% | $5,614-72.7% | $4,762-67.8% |
| Participant deferral / active EE | $2,198 | $8,034-72.6% | $7,298-69.9% | $5,850-62.4% |
| Admin fee / account holder | $6,384 | $13,121-51.4% | $10,843-41.1% | $11,596-45.0% |