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 | $45,776 | $58,577-21.9% | $83,333-45.1% | $64,186-28.7% |
| Participation rate | 96.2% | 72.0%+24.1pp | 77.8%+18.4pp | 69.6%+26.6pp |
| Annual return | -1.73% | 9.65%-11.4pp | 10.63%-12.4pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,279 | $2,098+8.6% | $3,379-32.5% | $2,381-4.3% |
| Participant deferral / active EE | $1,530 | $4,654-67.1% | $5,565-72.5% | $3,470-55.9% |
| Admin fee / account holder | $1,724 | $9,275-81.4% | $7,510-77.0% | $4,888-64.7% |