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 | $60,066 | $125,758-52.2% | $169,993-64.7% | $75,163-20.1% |
| Participation rate | 91.2% | 83.6%+7.6pp | 87.0%+4.2pp | 67.2%+24.0pp |
| Annual return | 22.00% | 27.20%-5.2pp | 53.37%-31.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $4,538 | $4,615-1.7% | $6,785-33.1% | $2,670+70.0% |
| Participant deferral / active EE | $2,816 | $6,837-58.8% | $10,408-72.9% | $4,125-31.7% |
| Admin fee / account holder | $1,184 | $8,173-85.5% | $12,815-90.8% | $5,651-79.0% |