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 | $55,017 | $185,822-70.4% | $169,993-67.6% | $139,434-60.5% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 15.02% | 60.50%-45.5pp | 53.37%-38.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,595 | $7,590-79.0% | $6,785-76.5% | $4,751-66.4% |
| Participant deferral / active EE | $2,381 | $11,622-79.5% | $10,408-77.1% | $6,710-64.5% |
| Admin fee / account holder | $1,552 | $15,381-89.9% | $12,815-87.9% | $11,403-86.4% |