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 | $47,214 | $82,032-42.4% | $123,104-61.6% | $59,632-20.8% |
| Participation rate | 86.7% | 83.2%+3.5pp | 86.8%-0.1pp | 68.7%+18.0pp |
| Annual return | 39.84% | 5.12%+34.7pp | 13.22%+26.6pp | 2041.28%-2001.4pp |
| Employer contribution / active EE | $1,733 | $3,297-47.4% | $5,151-66.4% | $2,203-21.3% |
| Participant deferral / active EE | $902 | $4,667-80.7% | $6,230-85.5% | $3,192-71.7% |
| Admin fee / account holder | $1,268 | $5,881-78.4% | $9,015-85.9% | $4,297-70.5% |