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 | $45,224 | $107,334-57.9% | $92,893-51.3% | $152,861-70.4% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 16.97% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,557 | $4,221-63.1% | $3,653-57.4% | $4,762-67.3% |
| Participant deferral / active EE | $1,011 | $4,845-79.1% | $4,236-76.1% | $5,850-82.7% |
| Admin fee / account holder | $997 | $7,079-85.9% | $5,794-82.8% | $11,596-91.4% |