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 | $55,157 | $201,272-72.6% | $184,203-70.1% | $145,922-62.2% |
| Participation rate | 72.2% | 87.5%-15.3pp | 86.8%-14.6pp | 80.3%-8.1pp |
| Annual return | 11.77% | 29.00%-17.2pp | 28.81%-17.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,478 | $7,022-78.9% | $6,427-77.0% | $4,660-68.3% |
| Participant deferral / active EE | $1,643 | $9,806-83.2% | $9,131-82.0% | $6,688-75.4% |
| Admin fee / account holder | $704 | $16,364-95.7% | $13,901-94.9% | $13,397-94.7% |