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 | $78,422 | $135,952-42.3% | $123,892-36.7% | $273,961-71.4% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.40% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $889 | $5,170-82.8% | $4,617-80.7% | $4,869-81.7% |
| Participant deferral / active EE | $1,516 | $6,343-76.1% | $5,984-74.7% | $5,287-71.3% |
| Admin fee / account holder | $1,495 | $9,817-84.8% | $8,357-82.1% | $10,132-85.2% |