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 | $29,682 | $157,256-81.1% | $141,162-79.0% | $152,861-80.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 32.54% | 64.32%-31.8pp | 71.39%-38.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $4,553 | $5,261-13.5% | $4,735-3.8% | $4,762-4.4% |
| Participant deferral / active EE | $1,783 | $7,109-74.9% | $6,709-73.4% | $5,850-69.5% |
| Admin fee / account holder | $4,664 | $12,120-61.5% | $10,261-54.6% | $11,596-59.8% |