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 | $57,131 | $123,793-53.8% | $177,821-67.9% | $79,858-28.5% |
| Participation rate | 91.2% | 84.7%+6.5pp | 87.7%+3.5pp | 69.6%+21.5pp |
| Annual return | 12.62% | 22.82%-10.2pp | 48.32%-35.7pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,452 | $4,095-40.1% | $5,918-58.6% | $2,471-0.8% |
| Participant deferral / active EE | $2,752 | $5,956-53.8% | $7,714-64.3% | $3,740-26.4% |
| Admin fee / account holder | $1,128 | $7,243-84.4% | $12,427-90.9% | $5,306-78.7% |