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 | $80,108 | $109,881-27.1% | $150,045-46.6% | $84,808-5.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 33.04% | 28.25%+4.8pp | 62.55%-29.5pp | 40.90%-7.9pp |
| Employer contribution / active EE | $2,946 | $3,561-17.3% | $4,693-37.2% | $2,631+12.0% |
| Participant deferral / active EE | $2,158 | $6,636-67.5% | $7,997-73.0% | $4,212-48.8% |
| Admin fee / account holder | $6,740 | $8,568-21.3% | $13,435-49.8% | $7,344-8.2% |