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 | $70,858 | $96,557-26.6% | $80,975-12.5% | $273,961-74.1% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 5.82% | 15.14%-9.3pp | 17.10%-11.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,246 | $4,868-74.4% | $3,714-66.5% | $4,869-74.4% |
| Participant deferral / active EE | $1,529 | $6,598-76.8% | $5,696-73.2% | $5,287-71.1% |
| Admin fee / account holder | $3,388 | $7,492-54.8% | $5,516-38.6% | $10,132-66.6% |