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 | $93,183 | $197,591-52.8% | $177,821-47.6% | $158,922-41.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 18.92% | 58.76%-39.8pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,619 | $6,697-75.8% | $5,918-72.6% | $4,761-66.0% |
| Participant deferral / active EE | $2,939 | $8,405-65.0% | $7,714-61.9% | $5,982-50.9% |
| Admin fee / account holder | $382 | $15,399-97.5% | $12,427-96.9% | $11,246-96.6% |