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 | $39,761 | $138,065-71.2% | $123,544-67.8% | $135,375-70.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | 3.57% | 153.68%-150.1pp | 119.20%-115.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $1,249 | $5,151-75.8% | $4,628-73.0% | $4,779-73.9% |
| Participant deferral / active EE | $1,453 | $6,799-78.6% | $6,426-77.4% | $5,609-74.1% |
| Admin fee / account holder | $35,648 | $10,916+226.6% | $9,284+284.0% | $10,827+229.2% |