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 | $60,175 | $86,929-30.8% | $102,423-41.2% | $80,856-25.6% |
| Participation rate | 94.7% | 72.4%+22.4pp | 76.5%+18.2pp | 67.6%+27.1pp |
| Annual return | 24.33% | 18.88%+5.4pp | 29.32%-5.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $828 | $2,369-65.1% | $3,023-72.6% | $2,755-70.0% |
| Participant deferral / active EE | $972 | $4,118-76.4% | $5,053-80.8% | $4,296-77.4% |
| Admin fee / account holder | $11,097 | $8,049+37.9% | $9,451+17.4% | $6,918+60.4% |