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 | $37,106 | $176,056-78.9% | $159,436-76.7% | $167,490-77.8% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 22.42% | 331.75%-309.3pp | 263.57%-241.1pp | 478.56%-456.1pp |
| Employer contribution / active EE | $1,389 | $5,297-73.8% | $4,829-71.2% | $4,837-71.3% |
| Participant deferral / active EE | $2,176 | $7,750-71.9% | $7,352-70.4% | $6,341-65.7% |
| Admin fee / account holder | $1,365 | $12,554-89.1% | $10,799-87.4% | $12,309-88.9% |