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 | $41,337 | $175,202-76.4% | $149,673-72.4% | $139,434-70.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.78% | 166.71%-155.9pp | 134.42%-123.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,363 | $5,474-38.6% | $4,818-30.2% | $4,751-29.2% |
| Participant deferral / active EE | $1,831 | $6,519-71.9% | $5,680-67.8% | $6,710-72.7% |
| Admin fee / account holder | $1,216 | $16,150-92.5% | $13,210-90.8% | $11,403-89.3% |