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 | $73,524 | $214,378-65.7% | $200,582-63.3% | $142,382-48.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 13.91% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,511 | $6,841-19.4% | $6,419-14.1% | $4,299+28.2% |
| Participant deferral / active EE | $2,648 | $9,865-73.2% | $9,331-71.6% | $6,507-59.3% |
| Admin fee / account holder | $4,664 | $17,692-73.6% | $16,305-71.4% | $12,624-63.1% |