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 | $100,376 | $108,919-7.8% | $100,3910% | $145,922-31.2% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 10.43% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,122 | $4,419-74.6% | $3,942-71.5% | $4,660-75.9% |
| Participant deferral / active EE | $1,752 | $8,445-79.3% | $8,082-78.3% | $6,688-73.8% |
| Admin fee / account holder | $23,757 | $9,689+145.2% | $7,899+200.8% | $13,397+77.3% |