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 | $45,544 | $123,793-63.2% | $177,821-74.4% | $79,858-43.0% |
| Participation rate | 96.9% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 12.53% | 22.82%-10.3pp | 48.32%-35.8pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,901 | $4,095-29.2% | $5,918-51.0% | $2,471+17.4% |
| Participant deferral / active EE | $2,498 | $5,956-58.1% | $7,714-67.6% | $3,740-33.2% |
| Admin fee / account holder | $1,070 | $7,243-85.2% | $12,427-91.4% | $5,306-79.8% |