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 | $79,538 | $148,978-46.6% | $200,582-60.3% | $84,808-6.2% |
| Participation rate | 73.3% | 84.2%-10.9pp | 86.9%-13.6pp | 68.3%+5.0pp |
| Annual return | 13.44% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,099 | $4,815-56.4% | $6,419-67.3% | $2,631-20.2% |
| Participant deferral / active EE | $2,164 | $7,142-69.7% | $9,331-76.8% | $4,212-48.6% |
| Admin fee / account holder | $2,742 | $13,977-80.4% | $16,305-83.2% | $7,344-62.7% |