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 | $118,514 | $183,963-35.6% | $162,163-26.9% | $152,861-22.5% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 17.08% | 150.76%-133.7pp | 115.59%-98.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $3,528 | $6,371-44.6% | $5,614-37.2% | $4,762-25.9% |
| Participant deferral / active EE | $2,577 | $8,034-67.9% | $7,298-64.7% | $5,850-55.9% |
| Admin fee / account holder | $3,210 | $13,121-75.5% | $10,843-70.4% | $11,596-72.3% |