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 | $62,653 | $209,411-70.1% | $178,490-64.9% | $158,922-60.6% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 10.37% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,762 | $5,706-69.1% | $5,011-64.8% | $4,761-63.0% |
| Participant deferral / active EE | $873 | $5,954-85.3% | $5,202-83.2% | $5,982-85.4% |
| Admin fee / account holder | $1,136 | $17,074-93.3% | $13,984-91.9% | $11,246-89.9% |