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 | $90,590 | $159,602-43.2% | $150,045-39.6% | $142,382-36.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 16.02% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,392 | $4,961-71.9% | $4,693-70.3% | $4,299-67.6% |
| Participant deferral / active EE | $1,517 | $8,310-81.7% | $7,997-81.0% | $6,507-76.7% |
| Admin fee / account holder | $1,489 | $14,846-90.0% | $13,435-88.9% | $12,624-88.2% |