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 | $34,321 | $183,963-81.3% | $162,163-78.8% | $152,861-77.5% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.6%-5.2pp | 82.4%-0.1pp |
| Annual return | 13.72% | 150.76%-137.0pp | 115.59%-101.9pp | 345.32%-331.6pp |
| Employer contribution / active EE | $2,288 | $6,371-64.1% | $5,614-59.2% | $4,762-52.0% |
| Participant deferral / active EE | $1,359 | $8,034-83.1% | $7,298-81.4% | $5,850-76.8% |
| Admin fee / account holder | $1,153 | $13,121-91.2% | $10,843-89.4% | $11,596-90.1% |