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 | $120,844 | $214,378-43.6% | $200,582-39.8% | $142,382-15.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 17.38% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,415 | $6,841+37.6% | $6,419+46.7% | $4,299+119.0% |
| Participant deferral / active EE | $2,203 | $9,865-77.7% | $9,331-76.4% | $6,507-66.1% |
| Admin fee / account holder | $12,941 | $17,692-26.9% | $16,305-20.6% | $12,624+2.5% |