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 | $37,924 | $103,376-63.3% | $87,100-56.5% | $152,861-75.2% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 16.38% | 28.10%-11.7pp | 28.19%-11.8pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,253 | $3,220+32.1% | $2,521+68.7% | $4,762-10.7% |
| Participant deferral / active EE | $1,052 | $4,778-78.0% | $4,049-74.0% | $5,850-82.0% |
| Admin fee / account holder | $917 | $12,205-92.5% | $7,497-87.8% | $11,596-92.1% |