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 | $55,091 | $153,772-64.2% | $133,980-58.9% | $273,961-79.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 9.74% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,707 | $6,029-71.7% | $5,211-67.2% | $4,869-64.9% |
| Participant deferral / active EE | $1,989 | $6,958-71.4% | $6,282-68.3% | $5,287-62.4% |
| Admin fee / account holder | $2,967 | $11,765-74.8% | $9,324-68.2% | $10,132-70.7% |