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 | $46,010 | $101,724-54.8% | $164,813-72.1% | $80,856-43.1% |
| Participation rate | 79.1% | 71.8%+7.2pp | 78.6%+0.5pp | 67.6%+11.4pp |
| Annual return | 10.74% | 16.72%-6.0pp | 69.93%-59.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,288 | $2,953+11.3% | $4,341-24.3% | $2,755+19.3% |
| Participant deferral / active EE | $1,727 | $4,477-61.4% | $6,031-71.4% | $4,296-59.8% |
| Admin fee / account holder | $19,164 | $8,227+132.9% | $12,690+51.0% | $6,918+177.0% |