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 | $41,811 | $123,793-66.2% | $177,821-76.5% | $79,858-47.6% |
| Participation rate | 95.7% | 84.7%+11.0pp | 87.7%+7.9pp | 69.6%+26.0pp |
| Annual return | 14.27% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,448 | $4,095-64.6% | $5,918-75.5% | $2,471-41.4% |
| Participant deferral / active EE | $2,781 | $5,956-53.3% | $7,714-63.9% | $3,740-25.6% |
| Admin fee / account holder | $2,853 | $7,243-60.6% | $12,427-77.0% | $5,306-46.2% |