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 | $59,551 | $138,347-57.0% | $184,203-67.7% | $80,856-26.4% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.6%+24.9pp |
| Annual return | 11.27% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,135 | $4,850-56.0% | $6,427-66.8% | $2,755-22.5% |
| Participant deferral / active EE | $2,916 | $7,071-58.8% | $9,131-68.1% | $4,296-32.1% |
| Admin fee / account holder | $911 | $10,483-91.3% | $13,901-93.4% | $6,918-86.8% |