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 | $52,917 | $78,672-32.7% | $109,143-51.5% | $85,850-38.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 75.9%+11.6pp | 69.3%+18.2pp |
| Annual return | 26.61% | 25.09%+1.5pp | 25.75%+0.9pp | 318.53%-291.9pp |
| Employer contribution / active EE | $2,878 | $2,735+5.2% | $3,722-22.7% | $2,565+12.2% |
| Participant deferral / active EE | $1,180 | $3,467-66.0% | $4,653-74.6% | $3,952-70.1% |
| Admin fee / account holder | $595 | $5,469-89.1% | $6,752-91.2% | $6,260-90.5% |