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 | $68,704 | $161,352-57.4% | $134,172-48.8% | $137,256-49.9% |
| Participation rate | 73.7% | 78.3%-4.6pp | 72.5%+1.2pp | 80.0%-6.3pp |
| Annual return | 17.54% | 28.72%-11.2pp | 25.30%-7.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,158 | $4,099-23.0% | $3,420-7.7% | $4,156-24.0% |
| Participant deferral / active EE | $1,148 | $5,552-79.3% | $4,690-75.5% | $6,407-82.1% |
| Admin fee / account holder | $3,699 | $15,028-75.4% | $12,016-69.2% | $12,270-69.9% |