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 | $40,733 | $183,519-77.8% | $155,509-73.8% | $145,922-72.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 13.10% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $5,076 | $5,313-4.4% | $4,672+8.6% | $4,660+8.9% |
| Participant deferral / active EE | $1,183 | $6,462-81.7% | $5,626-79.0% | $6,688-82.3% |
| Admin fee / account holder | $1,840 | $19,313-90.5% | $15,912-88.4% | $13,397-86.3% |