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 | $72,419 | $197,591-63.3% | $177,821-59.3% | $158,922-54.4% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 7.84% | 58.76%-50.9pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,570 | $6,697-76.6% | $5,918-73.5% | $4,761-67.0% |
| Participant deferral / active EE | $2,717 | $8,405-67.7% | $7,714-64.8% | $5,982-54.6% |
| Admin fee / account holder | $6,197 | $15,399-59.8% | $12,427-50.1% | $11,246-44.9% |