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 | $55,366 | $197,591-72.0% | $177,821-68.9% | $158,922-65.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 24.47% | 58.76%-34.3pp | 48.32%-23.9pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,138 | $6,697-68.1% | $5,918-63.9% | $4,761-55.1% |
| Participant deferral / active EE | $2,593 | $8,405-69.1% | $7,714-66.4% | $5,982-56.6% |
| Admin fee / account holder | $966 | $15,399-93.7% | $12,427-92.2% | $11,246-91.4% |