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 | $43,571 | $100,970-56.8% | $96,576-54.9% | $137,256-68.3% |
| Participation rate | 76.9% | 82.6%-5.7pp | 81.4%-4.5pp | 80.0%-3.0pp |
| Annual return | 19.23% | 38.16%-18.9pp | 38.47%-19.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $691 | $3,809-81.9% | $3,553-80.6% | $4,156-83.4% |
| Participant deferral / active EE | $1,889 | $8,286-77.2% | $7,956-76.3% | $6,407-70.5% |
| Admin fee / account holder | $2,346 | $11,312-79.3% | $11,381-79.4% | $12,270-80.9% |