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 | $48,521 | $217,402-77.7% | $185,823-73.9% | $167,490-71.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 17.16% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,330 | $5,873-77.4% | $5,167-74.3% | $4,837-72.5% |
| Participant deferral / active EE | $625 | $6,356-90.2% | $5,568-88.8% | $6,341-90.1% |
| Admin fee / account holder | $4,633 | $19,811-76.6% | $16,237-71.5% | $12,309-62.4% |