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 | $81,125 | $217,402-62.7% | $185,823-56.3% | $167,490-51.6% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 17.17% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,434 | $5,873-58.6% | $5,167-52.9% | $4,837-49.7% |
| Participant deferral / active EE | $1,587 | $6,356-75.0% | $5,568-71.5% | $6,341-75.0% |
| Admin fee / account holder | $3,252 | $19,811-83.6% | $16,237-80.0% | $12,309-73.6% |