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 | $135,157 | $99,341+36.1% | $84,750+59.5% | $273,961-50.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.59% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,778 | $4,214-57.8% | $3,574-50.3% | $4,869-63.5% |
| Participant deferral / active EE | $630 | $4,269-85.2% | $3,712-83.0% | $5,287-88.1% |
| Admin fee / account holder | $2,912 | $6,644-56.2% | $5,332-45.4% | $10,132-71.3% |