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 | $56,472 | $214,378-73.7% | $200,582-71.8% | $142,382-60.3% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 17.11% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,841 | $6,841-73.1% | $6,419-71.3% | $4,299-57.2% |
| Participant deferral / active EE | $2,839 | $9,865-71.2% | $9,331-69.6% | $6,507-56.4% |
| Admin fee / account holder | $8,733 | $17,692-50.6% | $16,305-46.4% | $12,624-30.8% |