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 | $85,563 | $165,335-48.2% | $149,696-42.8% | $158,922-46.2% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.93% | 348.15%-338.2pp | 276.60%-266.7pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,314 | $5,103-74.3% | $4,644-71.7% | $4,761-72.4% |
| Participant deferral / active EE | $1,759 | $7,181-75.5% | $6,842-74.3% | $5,982-70.6% |
| Admin fee / account holder | $688 | $10,807-93.6% | $9,309-92.6% | $11,246-93.9% |