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 | $49,886 | $198,466-74.9% | $170,442-70.7% | $147,584-66.2% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 22.52% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $9,270 | $6,184+49.9% | $5,433+70.6% | $4,876+90.1% |
| Participant deferral / active EE | $148 | $5,629-97.4% | $4,939-97.0% | $5,439-97.3% |
| Admin fee / account holder | $3,043 | $16,852-81.9% | $13,880-78.1% | $10,885-72.0% |