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 | $35,676 | $171,865-79.2% | $149,718-76.2% | $147,584-75.8% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 19.27% | 2113.22%-2093.9pp | 1501.63%-1482.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,790 | $6,275-39.6% | $5,445-30.4% | $4,876-22.3% |
| Participant deferral / active EE | $2,278 | $7,271-68.7% | $6,569-65.3% | $5,439-58.1% |
| Admin fee / account holder | $375 | $13,799-97.3% | $11,283-96.7% | $10,885-96.6% |