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 6-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 | $53,742 | $48,076+11.8% | $78,689-31.7% | $62,891-14.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.76% | 31.35%-22.6pp | 62.18%-53.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,909 | $2,015+44.4% | $2,851+2.1% | $2,281+27.5% |
| Participant deferral / active EE | $480 | $2,588-81.4% | $3,517-86.3% | $3,203-85.0% |
| Admin fee / account holder | $1,107 | $3,207-65.5% | $4,510-75.5% | $4,296-74.2% |