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 | $44,316 | $137,414-67.8% | $189,513-76.6% | $85,850-48.4% |
| Participation rate | 93.6% | 84.6%+9.0pp | 87.8%+5.8pp | 69.3%+24.3pp |
| Annual return | 14.08% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,053 | $4,344-52.7% | $6,162-66.7% | $2,565-20.0% |
| Participant deferral / active EE | $2,018 | $6,260-67.8% | $8,221-75.4% | $3,952-48.9% |
| Admin fee / account holder | $2,700 | $8,630-68.7% | $12,045-77.6% | $6,260-56.9% |