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 | $53,150 | $146,267-63.7% | $197,124-73.0% | $82,448-35.5% |
| Participation rate | 87.0% | 84.0%+3.0pp | 86.7%+0.3pp | 68.1%+19.0pp |
| Annual return | 20.87% | 29.61%-8.7pp | 44.34%-23.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $4,630 | $4,723-2.0% | $6,227-25.7% | $2,551+81.5% |
| Participant deferral / active EE | $2,428 | $7,035-65.5% | $9,135-73.4% | $4,139-41.3% |
| Admin fee / account holder | $2,158 | $14,422-85.0% | $16,298-86.8% | $7,234-70.2% |