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 | $34,403 | $152,460-77.4% | $118,746-71.0% | $147,584-76.7% |
| Participation rate | 72.7% | 82.3%-9.5pp | 78.3%-5.5pp | 82.8%-10.1pp |
| Annual return | 13.48% | 17.41%-3.9pp | 24.54%-11.1pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,454 | $5,046-71.2% | $4,193-65.3% | $4,876-70.2% |
| Participant deferral / active EE | $1,148 | $6,212-81.5% | $5,332-78.5% | $5,439-78.9% |
| Admin fee / account holder | $3,764 | $16,953-77.8% | $10,720-64.9% | $10,885-65.4% |