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 | $80,180 | $123,793-35.2% | $177,821-54.9% | $79,858+0.4% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 14.01% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $3,487 | $4,095-14.8% | $5,918-41.1% | $2,471+41.1% |
| Participant deferral / active EE | $2,481 | $5,956-58.3% | $7,714-67.8% | $3,740-33.7% |
| Admin fee / account holder | $4,046 | $7,243-44.1% | $12,427-67.4% | $5,306-23.7% |