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 | $104,674 | $153,772-31.9% | $133,980-21.9% | $273,961-61.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.05% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,847 | $6,029-52.8% | $5,211-45.4% | $4,869-41.5% |
| Participant deferral / active EE | $1,975 | $6,958-71.6% | $6,282-68.6% | $5,287-62.7% |
| Admin fee / account holder | $651 | $11,765-94.5% | $9,324-93.0% | $10,132-93.6% |