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 | $115,970 | $114,237+1.5% | $119,258-2.8% | $167,490-30.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 13.66% | 29.87%-16.2pp | 30.69%-17.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $3,025 | $4,481-32.5% | $4,384-31.0% | $4,837-37.5% |
| Participant deferral / active EE | $1,884 | $6,084-69.0% | $6,111-69.2% | $6,341-70.3% |
| Admin fee / account holder | $1,746 | $8,932-80.5% | $7,226-75.8% | $12,309-85.8% |