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 | $114,743 | $123,793-7.3% | $177,821-35.5% | $79,858+43.7% |
| Participation rate | 95.4% | 84.7%+10.7pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 16.97% | 22.82%-5.8pp | 48.32%-31.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,461 | $4,095+8.9% | $5,918-24.6% | $2,471+80.6% |
| Participant deferral / active EE | $1,750 | $5,956-70.6% | $7,714-77.3% | $3,740-53.2% |
| Admin fee / account holder | $5,513 | $7,243-23.9% | $12,427-55.6% | $5,306+3.9% |