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 | $45,106 | $197,591-77.2% | $177,821-74.6% | $158,922-71.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 15.16% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,450 | $6,697-48.5% | $5,918-41.7% | $4,761-27.5% |
| Participant deferral / active EE | $692 | $8,405-91.8% | $7,714-91.0% | $5,982-88.4% |
| Admin fee / account holder | $730 | $15,399-95.3% | $12,427-94.1% | $11,246-93.5% |