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 | $19,912 | $175,202-88.6% | $149,673-86.7% | $139,434-85.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 23.38% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,694 | $5,474-69.1% | $4,818-64.8% | $4,751-64.3% |
| Participant deferral / active EE | $1,699 | $6,519-73.9% | $5,680-70.1% | $6,710-74.7% |
| Admin fee / account holder | $11,433 | $16,150-29.2% | $13,210-13.4% | $11,403+0.3% |