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 | $57,582 | $123,793-53.5% | $177,821-67.6% | $79,858-27.9% |
| Participation rate | 90.2% | 84.7%+5.5pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 14.91% | 22.82%-7.9pp | 48.32%-33.4pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,296 | $4,095-68.4% | $5,918-78.1% | $2,471-47.6% |
| Participant deferral / active EE | $1,778 | $5,956-70.2% | $7,714-77.0% | $3,740-52.5% |
| Admin fee / account holder | $2,364 | $7,243-67.4% | $12,427-81.0% | $5,306-55.4% |