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 | $55,808 | $155,788-64.2% | $124,672-55.2% | $167,490-66.7% |
| Participation rate | 70.0% | 81.1%-11.1pp | 74.6%-4.6pp | 82.1%-12.1pp |
| Annual return | 19.11% | 17.97%+1.1pp | 5142.93%-5123.8pp | 478.56%-459.4pp |
| Employer contribution / active EE | $1,635 | $4,163-60.7% | $3,324-50.8% | $4,837-66.2% |
| Participant deferral / active EE | $1,251 | $5,673-78.0% | $4,614-72.9% | $6,341-80.3% |
| Admin fee / account holder | $516 | $9,531-94.6% | $7,493-93.1% | $12,309-95.8% |