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 | $72,177 | $132,239-45.4% | $105,722-31.7% | $273,961-73.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 7.48% | 10.07%-2.6pp | 12.25%-4.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,181 | $4,867-75.7% | $4,079-71.1% | $4,869-75.7% |
| Participant deferral / active EE | $1,628 | $6,233-73.9% | $5,326-69.4% | $5,287-69.2% |
| Admin fee / account holder | $1,965 | $12,032-83.7% | $8,308-76.3% | $10,132-80.6% |