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 | $34,789 | $201,272-82.7% | $184,203-81.1% | $145,922-76.2% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 20.27% | 29.00%-8.7pp | 28.81%-8.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,566 | $7,022-49.2% | $6,427-44.5% | $4,660-23.5% |
| Participant deferral / active EE | $1,011 | $9,806-89.7% | $9,131-88.9% | $6,688-84.9% |
| Admin fee / account holder | $49,961 | $16,364+205.3% | $13,901+259.4% | $13,397+272.9% |