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 | $101,263 | $176,812-42.7% | $146,665-31.0% | $167,490-39.5% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 18.01% | 24.03%-6.0pp | 22.74%-4.7pp | 478.56%-460.6pp |
| Employer contribution / active EE | $5,471 | $5,160+6.0% | $4,136+32.3% | $4,837+13.1% |
| Participant deferral / active EE | $1,654 | $6,440-74.3% | $5,506-70.0% | $6,341-73.9% |
| Admin fee / account holder | $2,717 | $13,259-79.5% | $10,280-73.6% | $12,309-77.9% |