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 | $93,723 | $214,378-56.3% | $200,582-53.3% | $142,382-34.2% |
| Participation rate | 81.0% | 87.4%-6.5pp | 86.9%-5.9pp | 80.1%+0.8pp |
| Annual return | 12.64% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,909 | $6,841-72.1% | $6,419-70.3% | $4,299-55.6% |
| Participant deferral / active EE | $2,948 | $9,865-70.1% | $9,331-68.4% | $6,507-54.7% |
| Admin fee / account holder | $4,070 | $17,692-77.0% | $16,305-75.0% | $12,624-67.8% |