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 | $37,732 | $157,256-76.0% | $141,162-73.3% | $152,861-75.3% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.4%+10.9pp |
| Annual return | 15.41% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $975 | $5,261-81.5% | $4,735-79.4% | $4,762-79.5% |
| Participant deferral / active EE | $1,590 | $7,109-77.6% | $6,709-76.3% | $5,850-72.8% |
| Admin fee / account holder | $1,340 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |