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 | $83,530 | $138,347-39.6% | $184,203-54.7% | $80,856+3.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.67% | 20.02%-5.4pp | 28.81%-14.1pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,892 | $4,850-19.8% | $6,427-39.4% | $2,755+41.3% |
| Participant deferral / active EE | $2,631 | $7,071-62.8% | $9,131-71.2% | $4,296-38.8% |
| Admin fee / account holder | $14,704 | $10,483+40.3% | $13,901+5.8% | $6,918+112.6% |