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 | $51,164 | $153,772-66.7% | $133,980-61.8% | $273,961-81.3% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 9.24% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.2pp |
| Employer contribution / active EE | $3,380 | $6,029-43.9% | $5,211-35.1% | $4,869-30.6% |
| Participant deferral / active EE | $1,692 | $6,958-75.7% | $6,282-73.1% | $5,287-68.0% |
| Admin fee / account holder | $5,472 | $11,765-53.5% | $9,324-41.3% | $10,132-46.0% |