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 | $81,271 | $138,562-41.3% | $246,525-67.0% | $116,875-30.5% |
| Participation rate | 82.0% | 72.8%+9.2pp | 82.0%0pp | 74.5%+7.5pp |
| Annual return | 26.63% | 16.14%+10.5pp | 0.46%+26.2pp | 16.29%+10.3pp |
| Employer contribution / active EE | $5,154 | $4,835+6.6% | $7,467-31.0% | $3,288+56.8% |
| Participant deferral / active EE | $1,185 | $4,207-71.8% | $5,422-78.1% | $3,885-69.5% |
| Admin fee / account holder | $1,732 | $18,110-90.4% | $16,551-89.5% | $12,263-85.9% |