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 | $70,468 | $125,758-44.0% | $169,993-58.5% | $75,163-6.2% |
| Participation rate | 87.4% | 83.6%+3.8pp | 87.0%+0.4pp | 67.2%+20.2pp |
| Annual return | 23.41% | 27.20%-3.8pp | 53.37%-30.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,355 | $4,615-49.0% | $6,785-65.3% | $2,670-11.8% |
| Participant deferral / active EE | $2,805 | $6,837-59.0% | $10,408-73.0% | $4,125-32.0% |
| Admin fee / account holder | $945 | $8,173-88.4% | $12,815-92.6% | $5,651-83.3% |