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 | $73,988 | $176,056-58.0% | $159,436-53.6% | $167,490-55.8% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 11.91% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,830 | $5,297-65.5% | $4,829-62.1% | $4,837-62.2% |
| Participant deferral / active EE | $1,830 | $7,750-76.4% | $7,352-75.1% | $6,341-71.1% |
| Admin fee / account holder | $480 | $12,554-96.2% | $10,799-95.6% | $12,309-96.1% |