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 | $111,089 | $125,758-11.7% | $169,993-34.7% | $75,163+47.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.50% | 27.20%-12.7pp | 53.37%-38.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $3,287 | $4,615-28.8% | $6,785-51.6% | $2,670+23.1% |
| Participant deferral / active EE | $113 | $6,837-98.4% | $10,408-98.9% | $4,125-97.3% |
| Admin fee / account holder | $4,477 | $8,173-45.2% | $12,815-65.1% | $5,651-20.8% |