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 | $61,831 | $183,963-66.4% | $162,163-61.9% | $152,861-59.6% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 18.90% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,309 | $6,371-63.8% | $5,614-58.9% | $4,762-51.5% |
| Participant deferral / active EE | $2,284 | $8,034-71.6% | $7,298-68.7% | $5,850-61.0% |
| Admin fee / account holder | $3,352 | $13,121-74.5% | $10,843-69.1% | $11,596-71.1% |