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 | $56,053 | $209,832-73.3% | $189,513-70.4% | $167,490-66.5% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 41.40% | 748.27%-706.9pp | 555.15%-513.7pp | 478.56%-437.2pp |
| Employer contribution / active EE | $3,508 | $6,914-49.3% | $6,162-43.1% | $4,837-27.5% |
| Participant deferral / active EE | $1,444 | $8,935-83.8% | $8,221-82.4% | $6,341-77.2% |
| Admin fee / account holder | $3,988 | $14,293-72.1% | $12,045-66.9% | $12,309-67.6% |