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 | $41,755 | $209,832-80.1% | $189,513-78.0% | $167,490-75.1% |
| Participation rate | 87.0% | 88.7%-1.7pp | 87.8%-0.8pp | 82.1%+4.9pp |
| Annual return | 10.27% | 748.27%-738.0pp | 555.15%-544.9pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,135 | $6,914-54.7% | $6,162-49.1% | $4,837-35.2% |
| Participant deferral / active EE | $2,694 | $8,935-69.8% | $8,221-67.2% | $6,341-57.5% |
| Admin fee / account holder | $4,094 | $14,293-71.4% | $12,045-66.0% | $12,309-66.7% |