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 | $67,081 | $98,240-31.7% | $82,313-18.5% | $147,584-54.5% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 19.99% | 30.85%-10.9pp | 25.88%-5.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,072 | $3,192-66.4% | $2,428-55.9% | $4,876-78.0% |
| Participant deferral / active EE | $1,331 | $4,383-69.6% | $3,706-64.1% | $5,439-75.5% |
| Admin fee / account holder | $4,432 | $8,563-48.2% | $5,608-21.0% | $10,885-59.3% |