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 | $132,191 | $72,492+82.4% | $87,100+51.8% | $72,985+81.1% |
| Participation rate | 80.2% | 72.8%+7.4pp | 76.9%+3.4pp | 69.5%+10.7pp |
| Annual return | 23.48% | 24.46%-1.0pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $7,033 | $1,894+271.4% | $2,521+179.0% | $2,440+188.3% |
| Participant deferral / active EE | $1,386 | $3,270-57.6% | $4,049-65.8% | $3,607-61.6% |
| Admin fee / account holder | $4,860 | $5,055-3.9% | $7,497-35.2% | $5,124-5.2% |