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 | $47,657 | $197,591-75.9% | $177,821-73.2% | $158,922-70.0% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | 19.11% | 58.76%-39.7pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,872 | $6,697-72.0% | $5,918-68.4% | $4,761-60.7% |
| Participant deferral / active EE | $2,149 | $8,405-74.4% | $7,714-72.1% | $5,982-64.1% |
| Admin fee / account holder | $15,682 | $15,399+1.8% | $12,427+26.2% | $11,246+39.5% |