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 | $36,865 | $183,963-80.0% | $162,163-77.3% | $152,861-75.9% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.4%+2.6pp |
| Annual return | 17.33% | 150.76%-133.4pp | 115.59%-98.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,335 | $6,371-47.6% | $5,614-40.6% | $4,762-30.0% |
| Participant deferral / active EE | $537 | $8,034-93.3% | $7,298-92.6% | $5,850-90.8% |
| Admin fee / account holder | $2,109 | $13,121-83.9% | $10,843-80.5% | $11,596-81.8% |