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 | $68,212 | $73,933-7.7% | $96,683-29.4% | $75,163-9.2% |
| Participation rate | 74.5% | 66.4%+8.0pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | 13.58% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $963 | $2,928-67.1% | $3,737-74.2% | $2,670-63.9% |
| Participant deferral / active EE | $1,409 | $3,659-61.5% | $4,878-71.1% | $4,125-65.8% |
| Admin fee / account holder | $7,239 | $5,216+38.8% | $6,730+7.6% | $5,651+28.1% |