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 | $38,258 | $177,572-78.5% | $154,803-75.3% | $142,382-73.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.23% | 65.07%-49.8pp | 58.88%-43.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,224 | $4,810-74.5% | $4,305-71.6% | $4,299-71.5% |
| Participant deferral / active EE | $1,432 | $6,272-77.2% | $5,540-74.1% | $6,507-78.0% |
| Admin fee / account holder | $738 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |