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 | $98,597 | $125,758-21.6% | $169,993-42.0% | $75,163+31.2% |
| Participation rate | 70.4% | 83.6%-13.2pp | 87.0%-16.6pp | 67.2%+3.2pp |
| Annual return | 14.49% | 27.20%-12.7pp | 53.37%-38.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,563 | $4,615-66.1% | $6,785-77.0% | $2,670-41.5% |
| Participant deferral / active EE | $2,959 | $6,837-56.7% | $10,408-71.6% | $4,125-28.3% |
| Admin fee / account holder | $2,327 | $8,173-71.5% | $12,815-81.8% | $5,651-58.8% |