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 | $109,936 | $138,385-20.6% | $184,200-40.3% | $80,874+35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.27% | 20.02%-8.7pp | 28.80%-17.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $6,767 | $4,849+39.5% | $6,424+5.3% | $2,756+145.6% |
| Participant deferral / active EE | $2,479 | $7,073-65.0% | $9,132-72.9% | $4,297-42.3% |
| Admin fee / account holder | $3,892 | $10,483-62.9% | $13,907-72.0% | $6,935-43.9% |