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 | $40,324 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 25.58% | 98.13%-72.6pp | 418.34%-392.8pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,786 | $5,286-66.2% | $4,933-63.8% | $4,660-61.7% |
| Participant deferral / active EE | $2,254 | $8,428-73.3% | $8,070-72.1% | $6,688-66.3% |
| Admin fee / account holder | $363 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |