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 | $51,950 | $135,952-61.8% | $123,892-58.1% | $273,961-81.0% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 7.26% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,416 | $5,170-72.6% | $4,617-69.3% | $4,869-70.9% |
| Participant deferral / active EE | $1,850 | $6,343-70.8% | $5,984-69.1% | $5,287-65.0% |
| Admin fee / account holder | $530 | $9,817-94.6% | $8,357-93.7% | $10,132-94.8% |