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 | $106,904 | $72,277+47.9% | $101,248+5.6% | $79,858+33.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 48.66% | 22.30%+26.4pp | 46.47%+2.2pp | 31.71%+16.9pp |
| Employer contribution / active EE | $2,239 | $2,692-16.8% | $3,660-38.8% | $2,471-9.4% |
| Participant deferral / active EE | $1,344 | $3,282-59.0% | $4,370-69.2% | $3,740-64.1% |
| Admin fee / account holder | $4,046 | $4,400-8.1% | $5,945-32.0% | $5,306-23.8% |