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 | $39,520 | $127,386-69.0% | $115,037-65.6% | $125,391-68.5% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | 1.18% | 31.28%-30.1pp | 26.14%-25.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,567 | $6,423-75.6% | $6,026-74.0% | $5,352-70.7% |
| Admin fee / account holder | $31,072 | $9,516+226.5% | $8,175+280.1% | $9,540+225.7% |