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 | $106,736 | $150,440-29.1% | $136,294-21.7% | $147,584-27.7% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 13.41% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,036 | $5,256-42.2% | $4,695-35.3% | $4,876-37.7% |
| Participant deferral / active EE | $1,663 | $6,630-74.9% | $6,247-73.4% | $5,439-69.4% |
| Admin fee / account holder | $671 | $10,905-93.9% | $9,243-92.7% | $10,885-93.8% |