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 | $109,608 | $209,832-47.8% | $189,513-42.2% | $167,490-34.6% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 13.08% | 748.27%-735.2pp | 555.15%-542.1pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,307 | $6,914-37.7% | $6,162-30.1% | $4,837-11.0% |
| Participant deferral / active EE | $3,186 | $8,935-64.3% | $8,221-61.2% | $6,341-49.8% |
| Admin fee / account holder | $916 | $14,293-93.6% | $12,045-92.4% | $12,309-92.6% |