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 | $40,638 | $102,828-60.5% | $105,387-61.4% | $152,861-73.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 17.74% | 20.85%-3.1pp | 26.82%-9.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,832 | $4,473-59.0% | $4,213-56.5% | $4,762-61.5% |
| Participant deferral / active EE | $1,832 | $5,465-66.5% | $5,502-66.7% | $5,850-68.7% |
| Admin fee / account holder | $2,282 | $8,683-73.7% | $6,559-65.2% | $11,596-80.3% |