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 | $78,301 | $165,984-52.8% | $164,813-52.5% | $145,922-46.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 23.05% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.2pp |
| Employer contribution / active EE | $1,151 | $5,273-78.2% | $4,341-73.5% | $4,660-75.3% |
| Participant deferral / active EE | $1,467 | $6,959-78.9% | $6,031-75.7% | $6,688-78.1% |
| Admin fee / account holder | $5,230 | $16,648-68.6% | $12,690-58.8% | $13,397-61.0% |