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 | $96,723 | $197,591-51.0% | $177,821-45.6% | $158,922-39.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 16.19% | 58.76%-42.6pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $3,810 | $6,697-43.1% | $5,918-35.6% | $4,761-20.0% |
| Participant deferral / active EE | $1,046 | $8,405-87.6% | $7,714-86.4% | $5,982-82.5% |
| Admin fee / account holder | $3,666 | $15,399-76.2% | $12,427-70.5% | $11,246-67.4% |