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 | $33,280 | $165,335-79.9% | $149,696-77.8% | $158,922-79.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 9.45% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,411 | $5,103-52.8% | $4,644-48.1% | $4,761-49.4% |
| Participant deferral / active EE | $1,969 | $7,181-72.6% | $6,842-71.2% | $5,982-67.1% |
| Admin fee / account holder | $431 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |