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 | $68,704 | $163,101-57.9% | $136,749-49.8% | $142,382-51.7% |
| Participation rate | 73.7% | 78.2%-4.5pp | 72.1%+1.5pp | 80.1%-6.4pp |
| Annual return | 17.54% | 27.54%-10.0pp | 24.33%-6.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,158 | $4,117-23.3% | $3,400-7.1% | $4,299-26.5% |
| Participant deferral / active EE | $1,148 | $5,585-79.4% | $4,692-75.5% | $6,507-82.4% |
| Admin fee / account holder | $3,699 | $14,318-74.2% | $11,386-67.5% | $12,624-70.7% |