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 | $38,968 | $148,534-73.8% | $135,903-71.3% | $139,434-72.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 13.42% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,593 | $5,243-69.6% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $2,011 | $8,100-75.2% | $7,758-74.1% | $6,710-70.0% |
| Admin fee / account holder | $1,295 | $12,400-89.6% | $10,762-88.0% | $11,403-88.6% |