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 | $49,519 | $110,257-55.1% | $96,544-48.7% | $139,434-64.5% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 16.11% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $878 | $3,620-75.7% | $2,965-70.4% | $4,751-81.5% |
| Participant deferral / active EE | $1,071 | $5,548-80.7% | $4,851-77.9% | $6,710-84.0% |
| Admin fee / account holder | $5,989 | $11,591-48.3% | $8,252-27.4% | $11,403-47.5% |