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 | $35,617 | $209,411-83.0% | $178,490-80.0% | $158,922-77.6% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 15.40% | 188.75%-173.3pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,150 | $5,706-44.8% | $5,011-37.1% | $4,761-33.8% |
| Participant deferral / active EE | $1,103 | $5,954-81.5% | $5,202-78.8% | $5,982-81.6% |
| Admin fee / account holder | $1,346 | $17,074-92.1% | $13,984-90.4% | $11,246-88.0% |