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 | $58,164 | $183,963-68.4% | $162,163-64.1% | $152,861-61.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 23.64% | 150.76%-127.1pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,854 | $6,371-70.9% | $5,614-67.0% | $4,762-61.1% |
| Participant deferral / active EE | $2,259 | $8,034-71.9% | $7,298-69.1% | $5,850-61.4% |
| Admin fee / account holder | $344 | $13,121-97.4% | $10,843-96.8% | $11,596-97.0% |