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 | $87,395 | $110,257-20.7% | $96,544-9.5% | $139,434-37.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 17.60% | 26.32%-8.7pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,821 | $3,620-22.1% | $2,965-4.9% | $4,751-40.6% |
| Participant deferral / active EE | $1,656 | $5,548-70.2% | $4,851-65.9% | $6,710-75.3% |
| Admin fee / account holder | $33,124 | $11,591+185.8% | $8,252+301.4% | $11,403+190.5% |