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 | $43,418 | $176,056-75.3% | $159,436-72.8% | $167,490-74.1% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 10.93% | 331.75%-320.8pp | 263.57%-252.6pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,394 | $5,297-54.8% | $4,829-50.4% | $4,837-50.5% |
| Participant deferral / active EE | $2,252 | $7,750-70.9% | $7,352-69.4% | $6,341-64.5% |
| Admin fee / account holder | $990 | $12,554-92.1% | $10,799-90.8% | $12,309-92.0% |