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 | $91,720 | $176,812-48.1% | $146,665-37.5% | $167,490-45.2% |
| Participation rate | 73.7% | 83.6%-9.9pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 9.86% | 24.03%-14.2pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,399 | $5,160-72.9% | $4,136-66.2% | $4,837-71.1% |
| Participant deferral / active EE | $1,901 | $6,440-70.5% | $5,506-65.5% | $6,341-70.0% |
| Admin fee / account holder | $8,423 | $13,259-36.5% | $10,280-18.1% | $12,309-31.6% |