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 | $52,706 | $138,347-61.9% | $184,203-71.4% | $80,856-34.8% |
| Participation rate | 92.5% | 83.9%+8.7pp | 86.8%+5.7pp | 67.6%+24.9pp |
| Annual return | 13.72% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,547 | $4,850-68.1% | $6,427-75.9% | $2,755-43.9% |
| Participant deferral / active EE | $1,904 | $7,071-73.1% | $9,131-79.1% | $4,296-55.7% |
| Admin fee / account holder | $1,381 | $10,483-86.8% | $13,901-90.1% | $6,918-80.0% |