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 | $101,721 | $100,326+1.4% | $180,183-43.5% | $84,808+19.9% |
| Participation rate | 98.3% | 71.0%+27.3pp | 77.4%+20.8pp | 68.3%+30.0pp |
| Annual return | 14.82% | 17.86%-3.0pp | 27.86%-13.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,384 | $3,269-57.7% | $5,039-72.5% | $2,631-47.4% |
| Participant deferral / active EE | $1,661 | $5,066-67.2% | $6,822-75.7% | $4,212-60.6% |
| Admin fee / account holder | $2,865 | $9,674-70.4% | $19,975-85.7% | $7,344-61.0% |