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 | $49,825 | $125,758-60.4% | $169,993-70.7% | $75,163-33.7% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 19.06% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,334 | $4,615-49.4% | $6,785-65.6% | $2,670-12.6% |
| Participant deferral / active EE | $2,506 | $6,837-63.3% | $10,408-75.9% | $4,125-39.2% |
| Admin fee / account holder | $1,347 | $8,173-83.5% | $12,815-89.5% | $5,651-76.2% |