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 | $95,103 | $101,724-6.5% | $164,813-42.3% | $80,856+17.6% |
| Participation rate | 80.8% | 71.8%+8.9pp | 78.6%+2.2pp | 67.6%+13.1pp |
| Annual return | 11.38% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,907 | $2,953-35.4% | $4,341-56.1% | $2,755-30.8% |
| Participant deferral / active EE | $952 | $4,477-78.7% | $6,031-84.2% | $4,296-77.8% |
| Admin fee / account holder | $1,724 | $8,227-79.0% | $12,690-86.4% | $6,918-75.1% |