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 3-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 | $67,141 | $179,726-62.6% | $156,263-57.0% | $142,382-52.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.58% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,736 | $5,069-65.8% | $4,333-59.9% | $4,299-59.6% |
| Participant deferral / active EE | $1,725 | $6,956-75.2% | $6,158-72.0% | $6,507-73.5% |
| Admin fee / account holder | $1,339 | $17,272-92.2% | $14,255-90.6% | $12,624-89.4% |