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 6-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 | $133,620 | $159,602-16.3% | $150,045-10.9% | $142,382-6.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.31% | 70.24%-51.9pp | 62.55%-44.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,478 | $4,961-70.2% | $4,693-68.5% | $4,299-65.6% |
| Participant deferral / active EE | $1,478 | $8,310-82.2% | $7,997-81.5% | $6,507-77.3% |
| Admin fee / account holder | $9,722 | $14,846-34.5% | $13,435-27.6% | $12,624-23.0% |