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 | $45,531 | $183,963-75.2% | $162,163-71.9% | $152,861-70.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 14.11% | 150.76%-136.7pp | 115.59%-101.5pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,769 | $6,371-72.2% | $5,614-68.5% | $4,762-62.8% |
| Participant deferral / active EE | $1,263 | $8,034-84.3% | $7,298-82.7% | $5,850-78.4% |
| Admin fee / account holder | $9,952 | $13,121-24.2% | $10,843-8.2% | $11,596-14.2% |