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 | $148,978-64.3% | $200,582-73.5% | $84,808-37.3% |
| Participation rate | 87.0% | 84.2%+2.8pp | 86.9%+0.2pp | 68.3%+18.7pp |
| Annual return | 20.87% | 28.16%-7.3pp | 42.33%-21.5pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,630 | $4,815-3.9% | $6,419-27.9% | $2,631+76.0% |
| Participant deferral / active EE | $2,428 | $7,142-66.0% | $9,331-74.0% | $4,212-42.4% |
| Admin fee / account holder | $2,158 | $13,977-84.6% | $16,305-86.8% | $7,344-70.6% |