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 | $131,550 | $138,347-4.9% | $184,203-28.6% | $80,856+62.7% |
| Participation rate | 92.7% | 83.9%+8.9pp | 86.8%+5.9pp | 67.6%+25.1pp |
| Annual return | 12.32% | 20.02%-7.7pp | 28.81%-16.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,408 | $4,850-9.1% | $6,427-31.4% | $2,755+60.0% |
| Participant deferral / active EE | $2,929 | $7,071-58.6% | $9,131-67.9% | $4,296-31.8% |
| Admin fee / account holder | $3,593 | $10,483-65.7% | $13,901-74.2% | $6,918-48.1% |