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 | $64,032 | $181,894-64.8% | $156,549-59.1% | $273,961-76.6% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.22% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,377 | $6,248-29.9% | $5,501-20.4% | $4,869-10.1% |
| Participant deferral / active EE | $1,666 | $5,550-70.0% | $4,871-65.8% | $5,287-68.5% |
| Admin fee / account holder | $10,777 | $15,559-30.7% | $13,027-17.3% | $10,132+6.4% |