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 | $62,699 | $91,407-31.4% | $135,903-53.9% | $71,457-12.3% |
| Participation rate | 90.7% | 75.7%+15.1pp | 81.9%+8.8pp | 67.9%+22.8pp |
| Annual return | 16.47% | 29.90%-13.4pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,579 | $3,703-3.4% | $4,856-26.3% | $2,588+38.3% |
| Participant deferral / active EE | $3,045 | $7,092-57.1% | $7,758-60.8% | $4,289-29.0% |
| Admin fee / account holder | $324 | $1,266-74.4% | $10,762-97.0% | $1,587-79.6% |