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 | $103,070 | $113,339-9.1% | $94,993+8.5% | $147,584-30.2% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 10.08% | 20.77%-10.7pp | 27.12%-17.0pp | 578.55%-568.5pp |
| Employer contribution / active EE | $429 | $3,160-86.4% | $2,603-83.5% | $4,876-91.2% |
| Participant deferral / active EE | $412 | $3,777-89.1% | $3,317-87.6% | $5,439-92.4% |
| Admin fee / account holder | $5,470 | $6,063-9.8% | $4,960+10.3% | $10,885-49.8% |