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 | $82,190 | $76,552+7.4% | $123,892-33.7% | $62,891+30.7% |
| Participation rate | 70.4% | 73.0%-2.6pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 6.99% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,464 | $2,883+158.9% | $4,617+61.7% | $2,281+227.2% |
| Participant deferral / active EE | $683 | $4,840-85.9% | $5,984-88.6% | $3,203-78.7% |
| Admin fee / account holder | $16,511 | $4,826+242.1% | $8,357+97.6% | $4,296+284.4% |