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 | $94,839 | $159,901-40.7% | $146,958-35.5% | $145,922-35.0% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 14.85% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,386 | $5,286-73.8% | $4,933-71.9% | $4,660-70.3% |
| Participant deferral / active EE | $2,290 | $8,428-72.8% | $8,070-71.6% | $6,688-65.8% |
| Admin fee / account holder | $1,195 | $15,044-92.1% | $12,998-90.8% | $13,397-91.1% |