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 | $167,661 | $181,894-7.8% | $156,549+7.1% | $273,961-38.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 12.57% | 30.74%-18.2pp | 32.23%-19.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,367 | $6,248-62.1% | $5,501-57.0% | $4,869-51.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,968 | $15,559-87.4% | $13,027-84.9% | $10,132-80.6% |