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 | $71,357 | $138,347-48.4% | $184,203-61.3% | $80,856-11.7% |
| Participation rate | 82.5% | 83.9%-1.3pp | 86.8%-4.3pp | 67.6%+14.9pp |
| Annual return | 14.23% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,621 | $4,850-25.4% | $6,427-43.7% | $2,755+31.4% |
| Participant deferral / active EE | $2,714 | $7,071-61.6% | $9,131-70.3% | $4,296-36.8% |
| Admin fee / account holder | $5,060 | $10,483-51.7% | $13,901-63.6% | $6,918-26.9% |