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 | $51,775 | $227,553-77.2% | $189,557-72.7% | $167,490-69.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 14.05% | 78.40%-64.4pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,113 | $5,316-79.1% | $4,412-74.8% | $4,837-77.0% |
| Participant deferral / active EE | $1,229 | $7,002-82.5% | $6,174-80.1% | $6,341-80.6% |
| Admin fee / account holder | $8,244 | $11,878-30.6% | $9,807-15.9% | $12,309-33.0% |