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 | $116,311 | $181,894-36.1% | $156,549-25.7% | $273,961-57.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.26% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,338 | $6,248-78.6% | $5,501-75.7% | $4,869-72.5% |
| Participant deferral / active EE | $1,670 | $5,550-69.9% | $4,871-65.7% | $5,287-68.4% |
| Admin fee / account holder | $3,068 | $15,559-80.3% | $13,027-76.4% | $10,132-69.7% |