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 | $77,507 | $167,484-53.7% | $151,611-48.9% | $134,475-42.4% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | 1.47% | 7.80%-6.3pp | 3.33%-1.9pp | 417.96%-416.5pp |
| Employer contribution / active EE | $2,790 | $6,829-59.1% | $6,166-54.7% | $4,740-41.1% |
| Participant deferral / active EE | $2,989 | $8,986-66.7% | $8,363-64.3% | $6,400-53.3% |
| Admin fee / account holder | $5,191 | $13,783-62.3% | $11,616-55.3% | $11,426-54.6% |