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 | $64,353 | $209,411-69.3% | $178,490-63.9% | $158,922-59.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 16.89% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,843 | $5,706-50.2% | $5,011-43.3% | $4,761-40.3% |
| Participant deferral / active EE | $1,377 | $5,954-76.9% | $5,202-73.5% | $5,982-77.0% |
| Admin fee / account holder | $745 | $17,074-95.6% | $13,984-94.7% | $11,246-93.4% |