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 | $85,464 | $118,680-28.0% | $98,907-13.6% | $158,922-46.2% |
| Participation rate | 73.3% | 77.8%-4.5pp | 76.0%-2.7pp | 82.0%-8.6pp |
| Annual return | 8.75% | 372.35%-363.6pp | 196.43%-187.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $618 | $3,333-81.5% | $2,689-77.0% | $4,761-87.0% |
| Participant deferral / active EE | $625 | $5,088-87.7% | $4,244-85.3% | $5,982-89.6% |
| Admin fee / account holder | $22,651 | $10,131+123.6% | $6,642+241.1% | $11,246+101.4% |