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 | $48,240 | $183,963-73.8% | $162,163-70.3% | $152,861-68.4% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | 20.26% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,475 | $6,371-76.8% | $5,614-73.7% | $4,762-69.0% |
| Participant deferral / active EE | $1,696 | $8,034-78.9% | $7,298-76.8% | $5,850-71.0% |
| Admin fee / account holder | $9,866 | $13,121-24.8% | $10,843-9.0% | $11,596-14.9% |