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 | $43,806 | $171,865-74.5% | $149,718-70.7% | $147,584-70.3% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 11.63% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,373 | $6,275-78.1% | $5,445-74.8% | $4,876-71.8% |
| Participant deferral / active EE | $896 | $7,271-87.7% | $6,569-86.4% | $5,439-83.5% |
| Admin fee / account holder | $1,501 | $13,799-89.1% | $11,283-86.7% | $10,885-86.2% |