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 | $95,532 | $107,334-11.0% | $92,893+2.8% | $152,861-37.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 21.04% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,279 | $4,221-69.7% | $3,653-65.0% | $4,762-73.2% |
| Participant deferral / active EE | $1,279 | $4,845-73.6% | $4,236-69.8% | $5,850-78.1% |
| Admin fee / account holder | $5,775 | $7,079-18.4% | $5,794-0.3% | $11,596-50.2% |