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 | $54,476 | $215,361-74.7% | $171,082-68.2% | $273,961-80.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 4.97% | 25.14%-20.2pp | 32.56%-27.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $823 | $4,967-83.4% | $4,002-79.4% | $4,869-83.1% |
| Participant deferral / active EE | $670 | $5,543-87.9% | $4,797-86.0% | $5,287-87.3% |
| Admin fee / account holder | $5,519 | $10,846-49.1% | $8,520-35.2% | $10,132-45.5% |