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 | $40,900 | $124,319-67.1% | $111,297-63.3% | $167,490-75.6% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 17.89% | 37.44%-19.5pp | 54.65%-36.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,296 | $3,435-62.3% | $2,731-52.6% | $4,837-73.2% |
| Participant deferral / active EE | $1,435 | $5,180-72.3% | $4,487-68.0% | $6,341-77.4% |
| Admin fee / account holder | $5,259 | $10,618-50.5% | $7,964-34.0% | $12,309-57.3% |