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 | $73,267 | $115,882-36.8% | $100,516-27.1% | $158,922-53.9% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 16.76% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.1pp |
| Employer contribution / active EE | $661 | $4,103-83.9% | $3,418-80.7% | $4,761-86.1% |
| Participant deferral / active EE | $1,773 | $6,674-73.4% | $6,270-71.7% | $5,982-70.4% |
| Admin fee / account holder | $1,054 | $10,995-90.4% | $8,081-87.0% | $11,246-90.6% |