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 | $68,192 | $217,402-68.6% | $185,823-63.3% | $167,490-59.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 14.66% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,609 | $5,873-38.5% | $5,167-30.2% | $4,837-25.4% |
| Participant deferral / active EE | $1,672 | $6,356-73.7% | $5,568-70.0% | $6,341-73.6% |
| Admin fee / account holder | $3,302 | $19,811-83.3% | $16,237-79.7% | $12,309-73.2% |