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 | $171,916 | $74,927+129.4% | $101,794+68.9% | $84,808+102.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 15.64% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,521 | $1,522-0.1% | $2,289-33.6% | $2,631-42.2% |
| Participant deferral / active EE | $1,138 | $3,099-63.3% | $4,084-72.1% | $4,212-73.0% |
| Admin fee / account holder | $1,971 | $6,514-69.7% | $8,777-77.5% | $7,344-73.2% |