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 | $72,663 | $153,772-52.7% | $133,980-45.8% | $273,961-73.5% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 7.85% | 36.51%-28.7pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,312 | $6,029-78.2% | $5,211-74.8% | $4,869-73.0% |
| Participant deferral / active EE | $2,379 | $6,958-65.8% | $6,282-62.1% | $5,287-55.0% |
| Admin fee / account holder | $6,256 | $11,765-46.8% | $9,324-32.9% | $10,132-38.3% |