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 | $49,160 | $197,591-75.1% | $177,821-72.4% | $158,922-69.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 8.40% | 58.76%-50.4pp | 48.32%-39.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,922 | $6,697-56.4% | $5,918-50.6% | $4,761-38.6% |
| Participant deferral / active EE | $1,988 | $8,405-76.4% | $7,714-74.2% | $5,982-66.8% |
| Admin fee / account holder | $454 | $15,399-97.1% | $12,427-96.3% | $11,246-96.0% |