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 | $32,526 | $175,202-81.4% | $149,673-78.3% | $139,434-76.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 12.63% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $15,496 | $5,474+183.1% | $4,818+221.6% | $4,751+226.2% |
| Participant deferral / active EE | $650 | $6,519-90.0% | $5,680-88.6% | $6,710-90.3% |
| Admin fee / account holder | $1,722 | $16,150-89.3% | $13,210-87.0% | $11,403-84.9% |