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 | $36,433 | $108,919-66.6% | $100,391-63.7% | $145,922-75.0% |
| Participation rate | 90.9% | 82.9%+8.0pp | 81.5%+9.4pp | 80.3%+10.6pp |
| Annual return | 12.66% | 57.88%-45.2pp | 49.20%-36.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,056 | $4,419-8.2% | $3,942+2.9% | $4,660-13.0% |
| Participant deferral / active EE | $762 | $8,445-91.0% | $8,082-90.6% | $6,688-88.6% |
| Admin fee / account holder | $4,539 | $9,689-53.1% | $7,899-42.5% | $13,397-66.1% |