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 | $97,899 | $214,378-54.3% | $200,582-51.2% | $142,382-31.2% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 14.68% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,675 | $6,841-75.5% | $6,419-73.9% | $4,299-61.0% |
| Participant deferral / active EE | $2,706 | $9,865-72.6% | $9,331-71.0% | $6,507-58.4% |
| Admin fee / account holder | $814 | $17,692-95.4% | $16,305-95.0% | $12,624-93.6% |