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 | $101,835 | $124,281-18.1% | $109,143-6.7% | $167,490-39.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 10.07% | 26.04%-16.0pp | 25.75%-15.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $4,386 | $4,207+4.2% | $3,722+17.8% | $4,837-9.3% |
| Participant deferral / active EE | $1,278 | $5,255-75.7% | $4,653-72.5% | $6,341-79.9% |
| Admin fee / account holder | $5,825 | $7,970-26.9% | $6,752-13.7% | $12,309-52.7% |