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 | $51,308 | $125,758-59.2% | $169,993-69.8% | $75,163-31.7% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.0%-4.9pp | 67.2%+14.9pp |
| Annual return | 23.00% | 27.20%-4.2pp | 53.37%-30.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $4,528 | $4,615-1.9% | $6,785-33.3% | $2,670+69.6% |
| Participant deferral / active EE | $2,957 | $6,837-56.8% | $10,408-71.6% | $4,125-28.3% |
| Admin fee / account holder | $1,461 | $8,173-82.1% | $12,815-88.6% | $5,651-74.1% |