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 | $52,207 | $81,460-35.9% | $103,333-49.5% | $80,856-35.4% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $7,880 | $3,105+153.8% | $3,868+103.7% | $2,755+186.0% |
| Participant deferral / active EE | $1,299 | $3,869-66.4% | $5,057-74.3% | $4,296-69.8% |
| Admin fee / account holder | $8,540 | $6,566+30.1% | $8,355+2.2% | $6,918+23.5% |