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 | $75,896 | $109,359-30.6% | $162,163-53.2% | $72,985+4.0% |
| Participation rate | 82.2% | 84.3%-2.0pp | 87.6%-5.3pp | 69.5%+12.7pp |
| Annual return | 20.89% | 25.46%-4.6pp | 115.59%-94.7pp | 81.00%-60.1pp |
| Employer contribution / active EE | $3,573 | $3,907-8.6% | $5,614-36.4% | $2,440+46.4% |
| Participant deferral / active EE | $2,355 | $5,481-57.0% | $7,298-67.7% | $3,607-34.7% |
| Admin fee / account holder | $3,547 | $7,972-55.5% | $10,843-67.3% | $5,124-30.8% |