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 | $127,022 | $88,707+43.2% | $74,183+71.2% | $273,961-53.6% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 7.29% | 11.94%-4.7pp | 17.74%-10.4pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,252 | $3,159+2.9% | $2,370+37.2% | $4,869-33.2% |
| Participant deferral / active EE | $1,164 | $4,212-72.4% | $3,550-67.2% | $5,287-78.0% |
| Admin fee / account holder | $9,970 | $8,717+14.4% | $5,586+78.5% | $10,132-1.6% |