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 | $48,361 | $138,065-65.0% | $123,544-60.9% | $135,375-64.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 9.10% | 153.68%-144.6pp | 119.20%-110.1pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,241 | $5,151-75.9% | $4,628-73.2% | $4,779-74.0% |
| Participant deferral / active EE | $2,131 | $6,799-68.7% | $6,426-66.8% | $5,609-62.0% |
| Admin fee / account holder | $2,800 | $10,916-74.3% | $9,284-69.8% | $10,827-74.1% |