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 | $42,291 | $202,318-79.1% | $172,739-75.5% | $152,861-72.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 17.31% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $2,613 | $5,856-55.4% | $5,143-49.2% | $4,762-45.1% |
| Participant deferral / active EE | $1,905 | $5,948-68.0% | $5,198-63.4% | $5,850-67.4% |
| Admin fee / account holder | $4,010 | $17,109-76.6% | $13,954-71.3% | $11,596-65.4% |