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 | $48,166 | $153,772-68.7% | $133,980-64.0% | $273,961-82.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 8.48% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,385 | $6,029-77.0% | $5,211-73.4% | $4,869-71.6% |
| Participant deferral / active EE | $2,362 | $6,958-66.1% | $6,282-62.4% | $5,287-55.3% |
| Admin fee / account holder | $5,580 | $11,765-52.6% | $9,324-40.2% | $10,132-44.9% |