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 | $64,697 | $183,963-64.8% | $162,163-60.1% | $152,861-57.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 20.89% | 150.76%-129.9pp | 115.59%-94.7pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,682 | $6,371-73.6% | $5,614-70.0% | $4,762-64.7% |
| Participant deferral / active EE | $2,331 | $8,034-71.0% | $7,298-68.1% | $5,850-60.2% |
| Admin fee / account holder | $737 | $13,121-94.4% | $10,843-93.2% | $11,596-93.6% |