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 | $98,399 | $148,978-34.0% | $200,582-50.9% | $84,808+16.0% |
| Participation rate | 71.9% | 84.2%-12.4pp | 86.9%-15.0pp | 68.3%+3.6pp |
| Annual return | 20.11% | 28.16%-8.1pp | 42.33%-22.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,494 | $4,815-6.7% | $6,419-30.0% | $2,631+70.8% |
| Participant deferral / active EE | $2,998 | $7,142-58.0% | $9,331-67.9% | $4,212-28.8% |
| Admin fee / account holder | $5,731 | $13,977-59.0% | $16,305-64.9% | $7,344-22.0% |