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 | $79,552 | $99,640-20.2% | $86,436-8.0% | $134,475-40.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 4.62% | 6782.58%-6778.0pp | 4394.89%-4390.3pp | 417.96%-413.3pp |
| Employer contribution / active EE | $1,164 | $4,400-73.6% | $3,769-69.1% | $4,740-75.4% |
| Participant deferral / active EE | $2,006 | $7,246-72.3% | $6,952-71.1% | $6,400-68.7% |
| Admin fee / account holder | $6,058 | $8,371-27.6% | $6,731-10.0% | $11,426-47.0% |