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 | $33,747 | $153,772-78.1% | $133,980-74.8% | $273,961-87.7% |
| Participation rate | 91.3% | 88.4%+2.9pp | 87.1%+4.2pp | 83.0%+8.3pp |
| Annual return | 6.61% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,463 | $6,029-59.2% | $5,211-52.7% | $4,869-49.4% |
| Participant deferral / active EE | $1,907 | $6,958-72.6% | $6,282-69.6% | $5,287-63.9% |
| Admin fee / account holder | $1,472 | $11,765-87.5% | $9,324-84.2% | $10,132-85.5% |