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 | $218,166 | $101,724+114.5% | $164,813+32.4% | $80,856+169.8% |
| Participation rate | 70.5% | 71.8%-1.4pp | 78.6%-8.1pp | 67.6%+2.8pp |
| Annual return | 15.24% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,843 | $2,953+97.8% | $4,341+34.6% | $2,755+112.1% |
| Participant deferral / active EE | $347 | $4,477-92.2% | $6,031-94.2% | $4,296-91.9% |
| Admin fee / account holder | $4,231 | $8,227-48.6% | $12,690-66.7% | $6,918-38.8% |