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 | $119,239 | $138,347-13.8% | $184,203-35.3% | $80,856+47.5% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 13.30% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,493 | $4,850+33.9% | $6,427+1.0% | $2,755+135.7% |
| Participant deferral / active EE | $1,891 | $7,071-73.3% | $9,131-79.3% | $4,296-56.0% |
| Admin fee / account holder | $13,650 | $10,483+30.2% | $13,901-1.8% | $6,918+97.3% |