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 | $76,078 | $106,584-28.6% | $101,326-24.9% | $142,382-46.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.88% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,508 | $3,956-61.9% | $3,665-58.9% | $4,299-64.9% |
| Participant deferral / active EE | $1,483 | $8,297-82.1% | $7,994-81.4% | $6,507-77.2% |
| Admin fee / account holder | $1,879 | $11,446-83.6% | $11,185-83.2% | $12,624-85.1% |