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 | $73,553 | $100,970-27.2% | $96,576-23.8% | $137,256-46.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 13.05% | 38.16%-25.1pp | 38.47%-25.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $651 | $3,809-82.9% | $3,553-81.7% | $4,156-84.3% |
| Participant deferral / active EE | $1,075 | $8,286-87.0% | $7,956-86.5% | $6,407-83.2% |
| Admin fee / account holder | $1,738 | $11,312-84.6% | $11,381-84.7% | $12,270-85.8% |