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 | $61,473 | $83,477-26.4% | $125,175-50.9% | $72,985-15.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 17.16% | 25.78%-8.6pp | 43.79%-26.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $3,407 | $2,345+45.3% | $3,865-11.9% | $2,440+39.7% |
| Participant deferral / active EE | $1,334 | $3,585-62.8% | $4,937-73.0% | $3,607-63.0% |
| Admin fee / account holder | $11,723 | $5,517+112.5% | $9,702+20.8% | $5,124+128.8% |