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 | $79,960 | $183,963-56.5% | $162,163-50.7% | $152,861-47.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 13.05% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.3pp |
| Employer contribution / active EE | $5,461 | $6,371-14.3% | $5,614-2.7% | $4,762+14.7% |
| Participant deferral / active EE | $2,630 | $8,034-67.3% | $7,298-64.0% | $5,850-55.0% |
| Admin fee / account holder | $4,575 | $13,121-65.1% | $10,843-57.8% | $11,596-60.6% |