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 | $29,527 | $76,552-61.4% | $123,892-76.2% | $62,891-53.1% |
| Participation rate | 73.1% | 73.0%+0.2pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | 7.51% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,096 | $2,883+7.4% | $4,617-32.9% | $2,281+35.7% |
| Participant deferral / active EE | $571 | $4,840-88.2% | $5,984-90.5% | $3,203-82.2% |
| Admin fee / account holder | $3,982 | $4,826-17.5% | $8,357-52.4% | $4,296-7.3% |