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 | $90,145 | $106,584-15.4% | $101,326-11.0% | $142,382-36.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.61% | 36.93%-21.3pp | 36.82%-21.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $572 | $3,956-85.5% | $3,665-84.4% | $4,299-86.7% |
| Participant deferral / active EE | $1,852 | $8,297-77.7% | $7,994-76.8% | $6,507-71.5% |
| Admin fee / account holder | $9,989 | $11,446-12.7% | $11,185-10.7% | $12,624-20.9% |