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 | $45,388 | $71,883-36.9% | $86,677-47.6% | $68,494-33.7% |
| Participation rate | 98.8% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+30.9pp |
| Annual return | 16.03% | 3.52%+12.5pp | 35.91%-19.9pp | -7.84%+23.9pp |
| Employer contribution / active EE | $1,710 | $2,173-21.3% | $2,836-39.7% | $2,596-34.1% |
| Participant deferral / active EE | $1,261 | $3,779-66.6% | $4,656-72.9% | $4,027-68.7% |
| Admin fee / account holder | $3,841 | $6,112-37.1% | $7,493-48.7% | $5,403-28.9% |