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 | $170,532 | $153,772+10.9% | $133,980+27.3% | $273,961-37.8% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 6.23% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.2pp |
| Employer contribution / active EE | $6,762 | $6,029+12.2% | $5,211+29.8% | $4,869+38.9% |
| Participant deferral / active EE | $1,497 | $6,958-78.5% | $6,282-76.2% | $5,287-71.7% |
| Admin fee / account holder | $659 | $11,765-94.4% | $9,324-92.9% | $10,132-93.5% |