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 | $77,490 | $153,772-49.6% | $133,980-42.2% | $273,961-71.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 4.16% | 36.51%-32.3pp | 29.30%-25.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $5,778 | $6,029-4.2% | $5,211+10.9% | $4,869+18.7% |
| Participant deferral / active EE | $480 | $6,958-93.1% | $6,282-92.4% | $5,287-90.9% |
| Admin fee / account holder | $634 | $11,765-94.6% | $9,324-93.2% | $10,132-93.7% |