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 | $49,660 | $176,056-71.8% | $159,436-68.9% | $167,490-70.4% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 18.59% | 331.75%-313.2pp | 263.57%-245.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $995 | $5,297-81.2% | $4,829-79.4% | $4,837-79.4% |
| Participant deferral / active EE | $2,553 | $7,750-67.1% | $7,352-65.3% | $6,341-59.7% |
| Admin fee / account holder | $314 | $12,554-97.5% | $10,799-97.1% | $12,309-97.4% |