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 | $79,141 | $135,952-41.8% | $123,892-36.1% | $273,961-71.1% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.57% | 56.63%-48.1pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,628 | $5,170-68.5% | $4,617-64.7% | $4,869-66.6% |
| Participant deferral / active EE | $1,843 | $6,343-70.9% | $5,984-69.2% | $5,287-65.1% |
| Admin fee / account holder | $750 | $9,817-92.4% | $8,357-91.0% | $10,132-92.6% |