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 | $71,912 | $150,440-52.2% | $136,294-47.2% | $147,584-51.3% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 16.58% | 1049.08%-1032.5pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,479 | $5,256-52.8% | $4,695-47.2% | $4,876-49.2% |
| Participant deferral / active EE | $1,681 | $6,630-74.7% | $6,247-73.1% | $5,439-69.1% |
| Admin fee / account holder | $3,800 | $10,905-65.2% | $9,243-58.9% | $10,885-65.1% |