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 | $67,850 | $166,020-59.1% | $164,866-58.8% | $145,959-53.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 13.53% | 100.08%-86.5pp | 69.97%-56.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,449 | $5,275-72.5% | $4,343-66.6% | $4,661-68.9% |
| Participant deferral / active EE | $447 | $6,961-93.6% | $6,033-92.6% | $6,689-93.3% |
| Admin fee / account holder | $591 | $16,644-96.4% | $12,689-95.3% | $13,398-95.6% |