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 | $41,780 | $80,968-48.4% | $96,544-56.7% | $75,163-44.4% |
| Participation rate | 78.7% | 71.8%+7.0pp | 76.0%+2.8pp | 67.2%+11.5pp |
| Annual return | 15.09% | 27.06%-12.0pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,661 | $2,282+16.6% | $2,965-10.3% | $2,670-0.3% |
| Participant deferral / active EE | $1,616 | $3,928-58.9% | $4,851-66.7% | $4,125-60.8% |
| Admin fee / account holder | $6,713 | $6,724-0.2% | $8,252-18.7% | $5,651+18.8% |