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 | $33,784 | $153,772-78.0% | $133,980-74.8% | $273,961-87.7% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 5.69% | 36.51%-30.8pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,684 | $6,029-72.1% | $5,211-67.7% | $4,869-65.4% |
| Participant deferral / active EE | $1,707 | $6,958-75.5% | $6,282-72.8% | $5,287-67.7% |
| Admin fee / account holder | $1,081 | $11,765-90.8% | $9,324-88.4% | $10,132-89.3% |