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 | $39,368 | $124,281-68.3% | $109,143-63.9% | $167,490-76.5% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 46.95% | 26.04%+20.9pp | 25.75%+21.2pp | 478.56%-431.6pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,162 | $5,255-77.9% | $4,653-75.0% | $6,341-81.7% |
| Admin fee / account holder | $2,776 | $7,970-65.2% | $6,752-58.9% | $12,309-77.5% |