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 | $154,872 | $159,602-3.0% | $150,045+3.2% | $142,382+8.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 13.63% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,362 | $4,961-72.6% | $4,693-71.0% | $4,299-68.3% |
| Participant deferral / active EE | $1,702 | $8,310-79.5% | $7,997-78.7% | $6,507-73.8% |
| Admin fee / account holder | $4,738 | $14,846-68.1% | $13,435-64.7% | $12,624-62.5% |