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 | $80,085 | $109,359-26.8% | $162,163-50.6% | $72,985+9.7% |
| Participation rate | 95.6% | 84.3%+11.3pp | 87.6%+8.0pp | 69.5%+26.1pp |
| Annual return | 21.97% | 25.46%-3.5pp | 115.59%-93.6pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,925 | $3,907-25.2% | $5,614-47.9% | $2,440+19.9% |
| Participant deferral / active EE | $2,472 | $5,481-54.9% | $7,298-66.1% | $3,607-31.5% |
| Admin fee / account holder | $1,839 | $7,972-76.9% | $10,843-83.0% | $5,124-64.1% |