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 | $62,103 | $181,894-65.9% | $156,549-60.3% | $273,961-77.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 7.39% | 30.74%-23.4pp | 32.23%-24.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,523 | $6,248-75.6% | $5,501-72.3% | $4,869-68.7% |
| Participant deferral / active EE | $1,402 | $5,550-74.7% | $4,871-71.2% | $5,287-73.5% |
| Admin fee / account holder | $497 | $15,559-96.8% | $13,027-96.2% | $10,132-95.1% |