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 | $60,764 | $157,256-61.4% | $141,162-57.0% | $152,861-60.2% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.4%-11.6pp |
| Annual return | 20.17% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,250 | $5,261-76.2% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $303 | $7,109-95.7% | $6,709-95.5% | $5,850-94.8% |
| Admin fee / account holder | $6,970 | $12,120-42.5% | $10,261-32.1% | $11,596-39.9% |