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 | $61,912 | $150,440-58.8% | $136,294-54.6% | $147,584-58.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 16.39% | 1049.08%-1032.7pp | 5155.94%-5139.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,485 | $5,256-52.7% | $4,695-47.1% | $4,876-49.0% |
| Participant deferral / active EE | $1,786 | $6,630-73.1% | $6,247-71.4% | $5,439-67.2% |
| Admin fee / account holder | $4,269 | $10,905-60.9% | $9,243-53.8% | $10,885-60.8% |