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 | $105,394 | $81,248+29.7% | $155,509-32.2% | $80,856+30.3% |
| Participation rate | 72.1% | 66.2%+5.9pp | 78.2%-6.1pp | 67.6%+4.5pp |
| Annual return | 20.02% | 33.31%-13.3pp | 64.67%-44.6pp | 35.59%-15.6pp |
| Employer contribution / active EE | $5,061 | $3,100+63.2% | $4,672+8.3% | $2,755+83.7% |
| Participant deferral / active EE | $826 | $3,452-76.1% | $5,626-85.3% | $4,296-80.8% |
| Admin fee / account holder | $6,886 | $7,997-13.9% | $15,912-56.7% | $6,918-0.5% |