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 | $75,116 | $181,894-58.7% | $156,549-52.0% | $273,961-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.59% | 30.74%-22.2pp | 32.23%-23.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,529 | $6,248-75.5% | $5,501-72.2% | $4,869-68.6% |
| Participant deferral / active EE | $1,562 | $5,550-71.9% | $4,871-67.9% | $5,287-70.5% |
| Admin fee / account holder | $6,233 | $15,559-59.9% | $13,027-52.2% | $10,132-38.5% |