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 | $76,886 | $105,181-26.9% | $159,436-51.8% | $85,850-10.4% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 17.15% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,882 | $3,318-43.3% | $4,829-61.0% | $2,565-26.6% |
| Participant deferral / active EE | $2,455 | $5,945-58.7% | $7,352-66.6% | $3,952-37.9% |
| Admin fee / account holder | $3,429 | $6,933-50.5% | $10,799-68.2% | $6,260-45.2% |