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 | $88,386 | $93,170-5.1% | $100,534-12.1% | $84,808+4.2% |
| Participation rate | 84.8% | 75.8%+9.0pp | 80.6%+4.2pp | 68.3%+16.5pp |
| Annual return | 14.36% | 47.13%-32.8pp | 32.66%-18.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,573 | $3,985-60.5% | $4,346-63.8% | $2,631-40.2% |
| Participant deferral / active EE | $1,497 | $5,699-73.7% | $6,144-75.6% | $4,212-64.4% |
| Admin fee / account holder | $5,545 | $7,382-24.9% | $7,654-27.6% | $7,344-24.5% |