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 | $56,666 | $91,552-38.1% | $133,956-57.7% | $79,858-29.0% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 11.62% | 61.85%-50.2pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,486 | $2,384+4.3% | $3,919-36.6% | $2,471+0.6% |
| Participant deferral / active EE | $1,184 | $3,733-68.3% | $5,048-76.5% | $3,740-68.3% |
| Admin fee / account holder | $11,547 | $6,321+82.7% | $8,927+29.3% | $5,306+117.6% |