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 | $109,489 | $123,793-11.6% | $177,821-38.4% | $79,858+37.1% |
| Participation rate | 92.3% | 84.7%+7.7pp | 87.7%+4.6pp | 69.6%+22.7pp |
| Annual return | 24.44% | 22.82%+1.6pp | 48.32%-23.9pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,465 | $4,095-64.2% | $5,918-75.2% | $2,471-40.7% |
| Participant deferral / active EE | $2,708 | $5,956-54.5% | $7,714-64.9% | $3,740-27.6% |
| Admin fee / account holder | $1,079 | $7,243-85.1% | $12,427-91.3% | $5,306-79.7% |