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 | $48,111 | $183,963-73.8% | $162,163-70.3% | $152,861-68.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 15.72% | 150.76%-135.0pp | 115.59%-99.9pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,822 | $6,371-71.4% | $5,614-67.5% | $4,762-61.7% |
| Participant deferral / active EE | $2,236 | $8,034-72.2% | $7,298-69.4% | $5,850-61.8% |
| Admin fee / account holder | $11,429 | $13,121-12.9% | $10,843+5.4% | $11,596-1.4% |