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 | $147,574 | $109,359+34.9% | $162,163-9.0% | $72,985+102.2% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.6%+2.4pp | 69.5%+20.5pp |
| Annual return | 18.05% | 25.46%-7.4pp | 115.59%-97.5pp | 81.00%-63.0pp |
| Employer contribution / active EE | $6,150 | $3,907+57.4% | $5,614+9.6% | $2,440+152.1% |
| Participant deferral / active EE | $2,140 | $5,481-61.0% | $7,298-70.7% | $3,607-40.7% |
| Admin fee / account holder | $12,427 | $7,972+55.9% | $10,843+14.6% | $5,124+142.5% |