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 | $61,260 | $86,929-29.5% | $102,423-40.2% | $80,856-24.2% |
| Participation rate | 82.3% | 72.4%+9.9pp | 76.5%+5.8pp | 67.6%+14.6pp |
| Annual return | 12.09% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,406 | $2,369+86.0% | $3,023+45.7% | $2,755+59.9% |
| Participant deferral / active EE | $1,668 | $4,118-59.5% | $5,053-67.0% | $4,296-61.2% |
| Admin fee / account holder | $2,663 | $8,049-66.9% | $9,451-71.8% | $6,918-61.5% |