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 | $39,310 | $183,963-78.6% | $162,163-75.8% | $152,861-74.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 14.36% | 150.76%-136.4pp | 115.59%-101.2pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,856 | $6,371-55.2% | $5,614-49.1% | $4,762-40.0% |
| Participant deferral / active EE | $1,950 | $8,034-75.7% | $7,298-73.3% | $5,850-66.7% |
| Admin fee / account holder | $504 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |