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 | $47,746 | $125,758-62.0% | $169,993-71.9% | $75,163-36.5% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.0%+3.6pp | 67.2%+23.4pp |
| Annual return | 15.09% | 27.20%-12.1pp | 53.37%-38.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,629 | $4,615-64.7% | $6,785-76.0% | $2,670-39.0% |
| Participant deferral / active EE | $2,992 | $6,837-56.2% | $10,408-71.2% | $4,125-27.5% |
| Admin fee / account holder | $2,540 | $8,173-68.9% | $12,815-80.2% | $5,651-55.1% |