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 | $73,265 | $114,237-35.9% | $119,258-38.6% | $167,490-56.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 11.27% | 29.87%-18.6pp | 30.69%-19.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $1,749 | $4,481-61.0% | $4,384-60.1% | $4,837-63.8% |
| Participant deferral / active EE | $1,996 | $6,084-67.2% | $6,111-67.3% | $6,341-68.5% |
| Admin fee / account holder | $692 | $8,932-92.3% | $7,226-90.4% | $12,309-94.4% |