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 | $64,377 | $153,772-58.1% | $133,980-52.0% | $273,961-76.5% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 4.77% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,258 | $6,029-62.5% | $5,211-56.7% | $4,869-53.6% |
| Participant deferral / active EE | $1,361 | $6,958-80.4% | $6,282-78.3% | $5,287-74.3% |
| Admin fee / account holder | $9,283 | $11,765-21.1% | $9,324-0.4% | $10,132-8.4% |