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 | $77,151 | $165,335-53.3% | $149,696-48.5% | $158,922-51.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 10.77% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,057 | $5,103-59.7% | $4,644-55.7% | $4,761-56.8% |
| Participant deferral / active EE | $2,056 | $7,181-71.4% | $6,842-70.0% | $5,982-65.6% |
| Admin fee / account holder | $342 | $10,807-96.8% | $9,309-96.3% | $11,246-97.0% |