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 | $157,794 | $74,927+110.6% | $101,794+55.0% | $84,808+86.1% |
| Participation rate | 75.5% | 61.4%+14.1pp | 69.2%+6.3pp | 68.3%+7.2pp |
| Annual return | 13.84% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $6,518 | $1,522+328.3% | $2,289+184.8% | $2,631+147.7% |
| Participant deferral / active EE | $593 | $3,099-80.9% | $4,084-85.5% | $4,212-85.9% |
| Admin fee / account holder | $6,686 | $6,514+2.6% | $8,777-23.8% | $7,344-9.0% |