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 | $35,298 | $183,963-80.8% | $162,163-78.2% | $152,861-76.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 19.26% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,262 | $6,371-48.8% | $5,614-41.9% | $4,762-31.5% |
| Participant deferral / active EE | $2,432 | $8,034-69.7% | $7,298-66.7% | $5,850-58.4% |
| Admin fee / account holder | $1,663 | $13,121-87.3% | $10,843-84.7% | $11,596-85.7% |