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 | $93,078 | $94,752-1.8% | $112,887-17.5% | $139,434-33.2% |
| Participation rate | 90.9% | 81.3%+9.7pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 15.88% | 40.88%-25.0pp | 34.10%-18.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,510 | $4,625-24.1% | $4,563-23.1% | $4,751-26.1% |
| Participant deferral / active EE | $1,531 | $6,512-76.5% | $6,513-76.5% | $6,710-77.2% |
| Admin fee / account holder | $894 | $8,527-89.5% | $7,047-87.3% | $11,403-92.2% |