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 | $64,206 | $217,402-70.5% | $185,823-65.4% | $167,490-61.7% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 11.01% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,384 | $5,873-76.4% | $5,167-73.2% | $4,837-71.4% |
| Participant deferral / active EE | $2,160 | $6,356-66.0% | $5,568-61.2% | $6,341-65.9% |
| Admin fee / account holder | $1,394 | $19,811-93.0% | $16,237-91.4% | $12,309-88.7% |