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 | $159,434 | $146,267+9.0% | $197,124-19.1% | $82,448+93.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 86.7%+5.6pp | 68.1%+24.2pp |
| Annual return | 17.04% | 29.61%-12.6pp | 44.34%-27.3pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,590 | $4,723-45.2% | $6,227-58.4% | $2,551+1.5% |
| Participant deferral / active EE | $2,922 | $7,035-58.5% | $9,135-68.0% | $4,139-29.4% |
| Admin fee / account holder | $5,220 | $14,422-63.8% | $16,298-68.0% | $7,234-27.8% |