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 | $110,267 | $99,341+11.0% | $84,750+30.1% | $273,961-59.8% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.51% | 22.93%-16.4pp | 22.78%-16.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,420 | $4,214-66.3% | $3,574-60.3% | $4,869-70.8% |
| Participant deferral / active EE | $407 | $4,269-90.5% | $3,712-89.0% | $5,287-92.3% |
| Admin fee / account holder | $955 | $6,644-85.6% | $5,332-82.1% | $10,132-90.6% |