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 | $59,849 | $175,202-65.8% | $149,673-60.0% | $139,434-57.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 13.17% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,802 | $5,474-67.1% | $4,818-62.6% | $4,751-62.1% |
| Participant deferral / active EE | $1,856 | $6,519-71.5% | $5,680-67.3% | $6,710-72.3% |
| Admin fee / account holder | $13,945 | $16,150-13.7% | $13,210+5.6% | $11,403+22.3% |