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 | $49,113 | $183,963-73.3% | $162,163-69.7% | $152,861-67.9% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 21.25% | 150.76%-129.5pp | 115.59%-94.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,657 | $6,371-74.0% | $5,614-70.5% | $4,762-65.2% |
| Participant deferral / active EE | $1,964 | $8,034-75.5% | $7,298-73.1% | $5,850-66.4% |
| Admin fee / account holder | $13,659 | $13,121+4.1% | $10,843+26.0% | $11,596+17.8% |