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 | $77,627 | $153,772-49.5% | $133,980-42.1% | $273,961-71.7% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 4.99% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,363 | $6,029-60.8% | $5,211-54.7% | $4,869-51.5% |
| Participant deferral / active EE | $1,850 | $6,958-73.4% | $6,282-70.6% | $5,287-65.0% |
| Admin fee / account holder | $1,625 | $11,765-86.2% | $9,324-82.6% | $10,132-84.0% |