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 | $71,888 | $148,978-51.7% | $200,582-64.2% | $84,808-15.2% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 15.07% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,268 | $4,815-52.9% | $6,419-64.7% | $2,631-13.8% |
| Participant deferral / active EE | $2,618 | $7,142-63.3% | $9,331-71.9% | $4,212-37.8% |
| Admin fee / account holder | $2,383 | $13,977-82.9% | $16,305-85.4% | $7,344-67.5% |