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 | $69,611 | $197,591-64.8% | $177,821-60.9% | $158,922-56.2% |
| Participation rate | 70.6% | 88.5%-18.0pp | 87.7%-17.1pp | 82.0%-11.4pp |
| Annual return | 13.73% | 58.76%-45.0pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,520 | $6,697-77.3% | $5,918-74.3% | $4,761-68.1% |
| Participant deferral / active EE | $1,783 | $8,405-78.8% | $7,714-76.9% | $5,982-70.2% |
| Admin fee / account holder | $3,679 | $15,399-76.1% | $12,427-70.4% | $11,246-67.3% |