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 9-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 | $62,048 | $192,717-67.8% | $142,449-56.4% | $139,434-55.5% |
| Participation rate | 90.9% | 81.5%+9.4pp | 76.8%+14.1pp | 80.3%+10.6pp |
| Annual return | 11.23% | 17.99%-6.8pp | 19.99%-8.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,627 | $5,806-54.8% | $4,847-45.8% | $4,751-44.7% |
| Participant deferral / active EE | $2,217 | $7,208-69.2% | $6,283-64.7% | $6,710-67.0% |
| Admin fee / account holder | $7,578 | $15,124-49.9% | $10,011-24.3% | $11,403-33.5% |