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 | $49,635 | $209,832-76.3% | $189,513-73.8% | $167,490-70.4% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 14.36% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,894 | $6,914-72.6% | $6,162-69.3% | $4,837-60.8% |
| Participant deferral / active EE | $2,154 | $8,935-75.9% | $8,221-73.8% | $6,341-66.0% |
| Admin fee / account holder | $7,522 | $14,293-47.4% | $12,045-37.5% | $12,309-38.9% |