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 | $42,814 | $123,793-65.4% | $177,821-75.9% | $79,858-46.4% |
| Participation rate | 89.3% | 84.7%+4.7pp | 87.7%+1.6pp | 69.6%+19.7pp |
| Annual return | 11.48% | 22.82%-11.3pp | 48.32%-36.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,305 | $4,095-68.1% | $5,918-78.0% | $2,471-47.2% |
| Participant deferral / active EE | $1,972 | $5,956-66.9% | $7,714-74.4% | $3,740-47.3% |
| Admin fee / account holder | $2,172 | $7,243-70.0% | $12,427-82.5% | $5,306-59.1% |