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 | $67,300 | $209,832-67.9% | $189,513-64.5% | $167,490-59.8% |
| Participation rate | 78.6% | 88.7%-10.1pp | 87.8%-9.2pp | 82.1%-3.5pp |
| Annual return | 13.58% | 748.27%-734.7pp | 555.15%-541.6pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,834 | $6,914-73.5% | $6,162-70.2% | $4,837-62.1% |
| Participant deferral / active EE | $2,318 | $8,935-74.1% | $8,221-71.8% | $6,341-63.4% |
| Admin fee / account holder | $1,190 | $14,293-91.7% | $12,045-90.1% | $12,309-90.3% |