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 | $40,360 | $181,894-77.8% | $156,549-74.2% | $273,961-85.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.20% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $5,103 | $6,248-18.3% | $5,501-7.2% | $4,869+4.8% |
| Participant deferral / active EE | $1,177 | $5,550-78.8% | $4,871-75.8% | $5,287-77.7% |
| Admin fee / account holder | $2,114 | $15,559-86.4% | $13,027-83.8% | $10,132-79.1% |