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 | $76,932 | $157,256-51.1% | $141,162-45.5% | $152,861-49.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 522.36% | 64.32%+458.0pp | 71.39%+451.0pp | 345.32%+177.0pp |
| Employer contribution / active EE | $1,486 | $5,261-71.8% | $4,735-68.6% | $4,762-68.8% |
| Participant deferral / active EE | $2,126 | $7,109-70.1% | $6,709-68.3% | $5,850-63.7% |
| Admin fee / account holder | $474 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |