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 | $86,209 | $94,625-8.9% | $116,228-25.8% | $84,808+1.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.04% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,923 | $2,347-18.0% | $2,994-35.8% | $2,631-26.9% |
| Participant deferral / active EE | $1,085 | $3,972-72.7% | $4,953-78.1% | $4,212-74.2% |
| Admin fee / account holder | $7,649 | $10,091-24.2% | $11,989-36.2% | $7,344+4.2% |