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 | $41,893 | $183,963-77.2% | $162,163-74.2% | $152,861-72.6% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 18.45% | 150.76%-132.3pp | 115.59%-97.1pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,501 | $6,371-76.4% | $5,614-73.3% | $4,762-68.5% |
| Participant deferral / active EE | $1,556 | $8,034-80.6% | $7,298-78.7% | $5,850-73.4% |
| Admin fee / account holder | $4,654 | $13,121-64.5% | $10,843-57.1% | $11,596-59.9% |