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 | $58,360 | $80,968-27.9% | $96,544-39.6% | $75,163-22.4% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 18.87% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.7pp |
| Employer contribution / active EE | $722 | $2,282-68.3% | $2,965-75.6% | $2,670-72.9% |
| Participant deferral / active EE | $1,420 | $3,928-63.9% | $4,851-70.7% | $4,125-65.6% |
| Admin fee / account holder | $8,773 | $6,724+30.5% | $8,252+6.3% | $5,651+55.2% |