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 | $61,233 | $183,963-66.7% | $162,163-62.2% | $152,861-59.9% |
| Participation rate | 73.7% | 88.5%-14.8pp | 87.6%-13.9pp | 82.4%-8.8pp |
| Annual return | 19.48% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,690 | $6,371-73.5% | $5,614-69.9% | $4,762-64.5% |
| Participant deferral / active EE | $2,614 | $8,034-67.5% | $7,298-64.2% | $5,850-55.3% |
| Admin fee / account holder | $2,388 | $13,121-81.8% | $10,843-78.0% | $11,596-79.4% |