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 | $37,265 | $183,963-79.7% | $162,163-77.0% | $152,861-75.6% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 16.91% | 150.76%-133.9pp | 115.59%-98.7pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,646 | $6,371-74.2% | $5,614-70.7% | $4,762-65.4% |
| Participant deferral / active EE | $2,068 | $8,034-74.3% | $7,298-71.7% | $5,850-64.7% |
| Admin fee / account holder | $9,757 | $13,121-25.6% | $10,843-10.0% | $11,596-15.9% |