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 | $79,410 | $138,347-42.6% | $184,203-56.9% | $80,856-1.8% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 13.98% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,551 | $4,850-6.2% | $6,427-29.2% | $2,755+65.2% |
| Participant deferral / active EE | $1,272 | $7,071-82.0% | $9,131-86.1% | $4,296-70.4% |
| Admin fee / account holder | $4,839 | $10,483-53.8% | $13,901-65.2% | $6,918-30.0% |