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 | $46,211 | $209,832-78.0% | $189,513-75.6% | $167,490-72.4% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 12.75% | 748.27%-735.5pp | 555.15%-542.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,550 | $6,914-63.1% | $6,162-58.6% | $4,837-47.3% |
| Participant deferral / active EE | $1,838 | $8,935-79.4% | $8,221-77.6% | $6,341-71.0% |
| Admin fee / account holder | $661 | $14,293-95.4% | $12,045-94.5% | $12,309-94.6% |