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 | $104,652 | $125,758-16.8% | $169,993-38.4% | $75,163+39.2% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.0%+7.7pp | 67.2%+27.5pp |
| Annual return | 17.90% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,457 | $4,615-25.1% | $6,785-49.1% | $2,670+29.5% |
| Participant deferral / active EE | $2,571 | $6,837-62.4% | $10,408-75.3% | $4,125-37.7% |
| Admin fee / account holder | $1,433 | $8,173-82.5% | $12,815-88.8% | $5,651-74.6% |