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 | $70,174 | $109,881-36.1% | $150,045-53.2% | $84,808-17.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 20.40% | 28.25%-7.8pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,120 | $3,561-68.5% | $4,693-76.1% | $2,631-57.4% |
| Participant deferral / active EE | $2,294 | $6,636-65.4% | $7,997-71.3% | $4,212-45.5% |
| Admin fee / account holder | $12,291 | $8,568+43.5% | $13,435-8.5% | $7,344+67.4% |