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 | $68,203 | $165,984-58.9% | $164,813-58.6% | $145,922-53.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 24.76% | 100.03%-75.3pp | 69.93%-45.2pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,244 | $5,273-76.4% | $4,341-71.3% | $4,660-73.3% |
| Participant deferral / active EE | $1,750 | $6,959-74.8% | $6,031-71.0% | $6,688-73.8% |
| Admin fee / account holder | $11,223 | $16,648-32.6% | $12,690-11.6% | $13,397-16.2% |