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 | $76,009 | $148,534-48.8% | $135,903-44.1% | $139,434-45.5% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 25.30% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,856-74.4% | $4,751-73.8% |
| Participant deferral / active EE | $2,071 | $8,100-74.4% | $7,758-73.3% | $6,710-69.1% |
| Admin fee / account holder | $3,979 | $12,400-67.9% | $10,762-63.0% | $11,403-65.1% |