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 | $26,760 | $185,822-85.6% | $169,993-84.3% | $139,434-80.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 12.85% | 60.50%-47.7pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,445 | $7,590-81.0% | $6,785-78.7% | $4,751-69.6% |
| Participant deferral / active EE | $2,683 | $11,622-76.9% | $10,408-74.2% | $6,710-60.0% |
| Admin fee / account holder | $7,291 | $15,381-52.6% | $12,815-43.1% | $11,403-36.1% |