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 | $132,075 | $153,772-14.1% | $133,980-1.4% | $273,961-51.8% |
| Participation rate | 95.5% | 88.4%+7.1pp | 87.1%+8.4pp | 83.0%+12.4pp |
| Annual return | 8.48% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,516 | $6,029-74.9% | $5,211-70.9% | $4,869-68.9% |
| Participant deferral / active EE | $542 | $6,958-92.2% | $6,282-91.4% | $5,287-89.7% |
| Admin fee / account holder | $1,625 | $11,765-86.2% | $9,324-82.6% | $10,132-84.0% |