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 | $37,950 | $160,055-76.3% | $140,016-72.9% | $135,375-72.0% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.5%+7.5pp | 82.6%+12.4pp |
| Annual return | 2.66% | 911.38%-908.7pp | 651.12%-648.5pp | 519.73%-517.1pp |
| Employer contribution / active EE | $1,815 | $6,420-71.7% | $5,606-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $2,642 | $7,642-65.4% | $6,927-61.9% | $5,609-52.9% |
| Admin fee / account holder | $4,359 | $13,328-67.3% | $10,705-59.3% | $10,827-59.7% |