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 | $84,299 | $183,963-54.2% | $162,163-48.0% | $152,861-44.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 26.19% | 150.76%-124.6pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,705 | $6,371-73.2% | $5,614-69.6% | $4,762-64.2% |
| Participant deferral / active EE | $1,705 | $8,034-78.8% | $7,298-76.6% | $5,850-70.9% |
| Admin fee / account holder | $13,400 | $13,121+2.1% | $10,843+23.6% | $11,596+15.6% |