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 | $70,248 | $198,466-64.6% | $170,442-58.8% | $147,584-52.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 11.56% | 257.29%-245.7pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,629 | $6,184-73.7% | $5,433-70.0% | $4,876-66.6% |
| Participant deferral / active EE | $1,839 | $5,629-67.3% | $4,939-62.8% | $5,439-66.2% |
| Admin fee / account holder | $1,663 | $16,852-90.1% | $13,880-88.0% | $10,885-84.7% |