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 | $58,499 | $183,963-68.2% | $162,163-63.9% | $152,861-61.7% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 22.74% | 150.76%-128.0pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,788 | $6,371-71.9% | $5,614-68.2% | $4,762-62.5% |
| Participant deferral / active EE | $2,817 | $8,034-64.9% | $7,298-61.4% | $5,850-51.9% |
| Admin fee / account holder | $867 | $13,121-93.4% | $10,843-92.0% | $11,596-92.5% |