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 | $39,816 | $150,440-73.5% | $136,294-70.8% | $147,584-73.0% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 14.53% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,914 | $5,256+12.5% | $4,695+25.9% | $4,876+21.3% |
| Participant deferral / active EE | $1,953 | $6,630-70.5% | $6,247-68.7% | $5,439-64.1% |
| Admin fee / account holder | $1,183 | $10,905-89.2% | $9,243-87.2% | $10,885-89.1% |