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 | $114,812 | $209,411-45.2% | $178,490-35.7% | $158,922-27.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 13.66% | 188.75%-175.1pp | 151.07%-137.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,395 | $5,706-75.6% | $5,011-72.2% | $4,761-70.7% |
| Participant deferral / active EE | $1,730 | $5,954-70.9% | $5,202-66.7% | $5,982-71.1% |
| Admin fee / account holder | $3,740 | $17,074-78.1% | $13,984-73.3% | $11,246-66.7% |