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 | $168,822 | $177,572-4.9% | $154,803+9.1% | $142,382+18.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.72% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,647 | $4,810-65.8% | $4,305-61.7% | $4,299-61.7% |
| Participant deferral / active EE | $821 | $6,272-86.9% | $5,540-85.2% | $6,507-87.4% |
| Admin fee / account holder | $1,304 | $16,786-92.2% | $14,329-90.9% | $12,624-89.7% |