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 | $75,113 | $154,117-51.3% | $129,995-42.2% | $139,434-46.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.60% | 32.48%-13.9pp | -137.18%+155.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,492 | $5,289-52.9% | $4,320-42.3% | $4,751-47.5% |
| Participant deferral / active EE | $1,926 | $6,710-71.3% | $5,820-66.9% | $6,710-71.3% |
| Admin fee / account holder | $3,038 | $14,007-78.3% | $10,614-71.4% | $11,403-73.4% |