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 | $48,543 | $175,202-72.3% | $149,673-67.6% | $139,434-65.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 13.14% | 166.71%-153.6pp | 134.42%-121.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,037 | $5,474-44.5% | $4,818-37.0% | $4,751-36.1% |
| Participant deferral / active EE | $676 | $6,519-89.6% | $5,680-88.1% | $6,710-89.9% |
| Admin fee / account holder | $3,630 | $16,150-77.5% | $13,210-72.5% | $11,403-68.2% |