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 | $75,465 | $214,378-64.8% | $200,582-62.4% | $142,382-47.0% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 13.89% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,913 | $6,841-72.0% | $6,419-70.2% | $4,299-55.5% |
| Participant deferral / active EE | $2,709 | $9,865-72.5% | $9,331-71.0% | $6,507-58.4% |
| Admin fee / account holder | $1,461 | $17,692-91.7% | $16,305-91.0% | $12,624-88.4% |