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 | $37,755 | $160,055-76.4% | $140,016-73.0% | $135,375-72.1% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | 9.87% | 911.38%-901.5pp | 651.12%-641.2pp | 519.73%-509.9pp |
| Employer contribution / active EE | $2,510 | $6,420-60.9% | $5,606-55.2% | $4,779-47.5% |
| Participant deferral / active EE | $1,244 | $7,642-83.7% | $6,927-82.0% | $5,609-77.8% |
| Admin fee / account holder | $4,198 | $13,328-68.5% | $10,705-60.8% | $10,827-61.2% |