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 5-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 | $24,122 | $100,970-76.1% | $96,576-75.0% | $137,256-82.4% |
| Participation rate | 78.3% | 82.6%-4.4pp | 81.4%-3.2pp | 80.0%-1.7pp |
| Annual return | 17.91% | 38.16%-20.3pp | 38.47%-20.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,468 | $3,809-61.5% | $3,553-58.7% | $4,156-64.7% |
| Participant deferral / active EE | $1,999 | $8,286-75.9% | $7,956-74.9% | $6,407-68.8% |
| Admin fee / account holder | $1,125 | $11,312-90.1% | $11,381-90.1% | $12,270-90.8% |