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 | $38,301 | $43,327-11.6% | $59,878-36.0% | $64,186-40.3% |
| Participation rate | 95.7% | 69.2%+26.6pp | 74.7%+21.0pp | 69.6%+26.2pp |
| Annual return | 12.57% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,284 | $2,028+61.9% | $2,722+20.7% | $2,381+37.9% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $605 | $3,005-79.9% | $3,590-83.2% | $4,888-87.6% |