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 | $54,764 | $167,484-67.3% | $151,611-63.9% | $134,475-59.3% |
| Participation rate | 76.9% | 88.4%-11.5pp | 87.5%-10.6pp | 81.2%-4.3pp |
| Annual return | -10.29% | 7.80%-18.1pp | 3.33%-13.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,507 | $6,829-77.9% | $6,166-75.6% | $4,740-68.2% |
| Participant deferral / active EE | $3,134 | $8,986-65.1% | $8,363-62.5% | $6,400-51.0% |
| Admin fee / account holder | $1,443 | $13,783-89.5% | $11,616-87.6% | $11,426-87.4% |