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 | $124,220 | $165,335-24.9% | $149,696-17.0% | $158,922-21.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 8.61% | 348.15%-339.5pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,669 | $5,103-67.3% | $4,644-64.1% | $4,761-64.9% |
| Participant deferral / active EE | $1,669 | $7,181-76.8% | $6,842-75.6% | $5,982-72.1% |
| Admin fee / account holder | $7,206 | $10,807-33.3% | $9,309-22.6% | $11,246-35.9% |