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 | $175,422 | $146,267+19.9% | $197,124-11.0% | $82,448+112.8% |
| Participation rate | 89.4% | 84.0%+5.4pp | 86.7%+2.7pp | 68.1%+21.3pp |
| Annual return | 14.96% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $4,913 | $4,723+4.0% | $6,227-21.1% | $2,551+92.6% |
| Participant deferral / active EE | $2,805 | $7,035-60.1% | $9,135-69.3% | $4,139-32.2% |
| Admin fee / account holder | $5,013 | $14,422-65.2% | $16,298-69.2% | $7,234-30.7% |