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 | $83,032 | $201,259-58.7% | $184,200-54.9% | $145,959-43.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 10.49% | 28.98%-18.5pp | 28.80%-18.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,045 | $7,018-70.9% | $6,424-68.2% | $4,661-56.1% |
| Participant deferral / active EE | $2,178 | $9,806-77.8% | $9,132-76.1% | $6,689-67.4% |
| Admin fee / account holder | $4,198 | $16,372-74.4% | $13,907-69.8% | $13,398-68.7% |