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 | $61,300 | $137,414-55.4% | $189,513-67.7% | $85,850-28.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 87.8%-10.0pp | 69.3%+8.5pp |
| Annual return | 15.55% | 38.14%-22.6pp | 555.15%-539.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,567 | $4,344-63.9% | $6,162-74.6% | $2,565-38.9% |
| Participant deferral / active EE | $2,605 | $6,260-58.4% | $8,221-68.3% | $3,952-34.1% |
| Admin fee / account holder | $1,467 | $8,630-83.0% | $12,045-87.8% | $6,260-76.6% |