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 | $90,590 | $154,228-41.3% | $145,433-37.7% | $137,256-34.0% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,392 | $4,804-71.0% | $4,554-69.4% | $4,156-66.5% |
| Participant deferral / active EE | $1,517 | $8,216-81.5% | $7,897-80.8% | $6,407-76.3% |
| Admin fee / account holder | $1,489 | $14,344-89.6% | $13,129-88.7% | $12,270-87.9% |