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 | $36,519 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.88% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,443 | $5,103-71.7% | $4,644-68.9% | $4,761-69.7% |
| Participant deferral / active EE | $2,179 | $7,181-69.7% | $6,842-68.2% | $5,982-63.6% |
| Admin fee / account holder | $13,753 | $10,807+27.3% | $9,309+47.7% | $11,246+22.3% |