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 | $46,921 | $197,591-76.3% | $177,821-73.6% | $158,922-70.5% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.7%+3.6pp | 82.0%+9.3pp |
| Annual return | 9.32% | 58.76%-49.4pp | 48.32%-39.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,555 | $6,697-76.8% | $5,918-73.7% | $4,761-67.3% |
| Participant deferral / active EE | $2,198 | $8,405-73.9% | $7,714-71.5% | $5,982-63.3% |
| Admin fee / account holder | $2,639 | $15,399-82.9% | $12,427-78.8% | $11,246-76.5% |