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 | $47,519 | $86,286-44.9% | $111,297-57.3% | $85,850-44.6% |
| Participation rate | 72.3% | 73.3%-1.0pp | 77.3%-5.0pp | 69.3%+3.0pp |
| Annual return | 14.36% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,327 | $2,043-35.1% | $2,731-51.4% | $2,565-48.3% |
| Participant deferral / active EE | $1,666 | $3,641-54.2% | $4,487-62.9% | $3,952-57.8% |
| Admin fee / account holder | $2,349 | $8,188-71.3% | $7,964-70.5% | $6,260-62.5% |