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 | $106,584-31.0% | $101,326-27.4% | $142,382-48.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 13.05% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $651 | $3,956-83.6% | $3,665-82.3% | $4,299-84.9% |
| Participant deferral / active EE | $1,075 | $8,297-87.0% | $7,994-86.6% | $6,507-83.5% |
| Admin fee / account holder | $1,738 | $11,446-84.8% | $11,185-84.5% | $12,624-86.2% |