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 | $34,281 | $217,402-84.2% | $185,823-81.6% | $167,490-79.5% |
| Participation rate | 92.9% | 86.0%+6.8pp | 81.7%+11.2pp | 82.1%+10.8pp |
| Annual return | 18.20% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,898 | $5,873-50.7% | $5,167-43.9% | $4,837-40.1% |
| Participant deferral / active EE | $2,192 | $6,356-65.5% | $5,568-60.6% | $6,341-65.4% |
| Admin fee / account holder | $821 | $19,811-95.9% | $16,237-94.9% | $12,309-93.3% |