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 | $46,977 | $116,175-59.6% | $93,606-49.8% | $152,861-69.3% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 10.94% | 35.96%-25.0pp | 32.76%-21.8pp | 345.32%-334.4pp |
| Employer contribution / active EE | $713 | $3,218-77.8% | $2,718-73.8% | $4,762-85.0% |
| Participant deferral / active EE | $828 | $4,603-82.0% | $4,069-79.6% | $5,850-85.8% |
| Admin fee / account holder | $1,585 | $10,748-85.3% | $7,888-79.9% | $11,596-86.3% |