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 | $38,616 | $57,065-32.3% | $75,670-49.0% | $70,131-44.9% |
| Participation rate | 85.7% | 68.1%+17.6pp | 72.3%+13.4pp | 69.5%+16.2pp |
| Annual return | 19.90% | 23.57%-3.7pp | 27.34%-7.4pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,199 | $1,817+21.0% | $2,352-6.5% | $2,342-6.1% |
| Participant deferral / active EE | $832 | $2,580-67.8% | $3,142-73.5% | $3,332-75.0% |
| Admin fee / account holder | $5,793 | $3,825+51.4% | $5,800-0.1% | $4,645+24.7% |