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 | $79,038 | $86,286-8.4% | $111,297-29.0% | $85,850-7.9% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 21.97% | 19.99%+2.0pp | 54.65%-32.7pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,855 | $2,043-9.2% | $2,731-32.1% | $2,565-27.7% |
| Participant deferral / active EE | $1,630 | $3,641-55.2% | $4,487-63.7% | $3,952-58.8% |
| Admin fee / account holder | $31,552 | $8,188+285.3% | $7,964+296.2% | $6,260+404.0% |