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 | $63,245 | $183,963-65.6% | $162,163-61.0% | $152,861-58.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.6%+4.8pp | 82.4%+9.9pp |
| Annual return | 16.82% | 150.76%-133.9pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $4,570 | $6,371-28.3% | $5,614-18.6% | $4,762-4.0% |
| Participant deferral / active EE | $2,825 | $8,034-64.8% | $7,298-61.3% | $5,850-51.7% |
| Admin fee / account holder | $10,475 | $13,121-20.2% | $10,843-3.4% | $11,596-9.7% |