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 | $153,445 | $181,894-15.6% | $156,549-2.0% | $273,961-44.0% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 5.31% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,387 | $6,248-61.8% | $5,501-56.6% | $4,869-51.0% |
| Participant deferral / active EE | $1,702 | $5,550-69.3% | $4,871-65.1% | $5,287-67.8% |
| Admin fee / account holder | $1,406 | $15,559-91.0% | $13,027-89.2% | $10,132-86.1% |