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 | $78,426 | $181,894-56.9% | $156,549-49.9% | $273,961-71.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 20.93% | 30.74%-9.8pp | 32.23%-11.3pp | 41.45%-20.5pp |
| Employer contribution / active EE | $5,392 | $6,248-13.7% | $5,501-2.0% | $4,869+10.8% |
| Participant deferral / active EE | $843 | $5,550-84.8% | $4,871-82.7% | $5,287-84.1% |
| Admin fee / account holder | $1,756 | $15,559-88.7% | $13,027-86.5% | $10,132-82.7% |