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 | $71,960 | $81,460-11.7% | $103,333-30.4% | $80,856-11.0% |
| Participation rate | 97.9% | 66.8%+31.1pp | 74.5%+23.4pp | 67.6%+30.3pp |
| Annual return | 16.49% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $10,674 | $3,105+243.8% | $3,868+176.0% | $2,755+287.5% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,121 | $6,566-52.5% | $8,355-62.6% | $6,918-54.9% |