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 | $47,248 | $56,897-17.0% | $84,750-44.3% | $62,891-24.9% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 6.79% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,227 | $2,400+117.8% | $3,574+46.2% | $2,281+129.2% |
| Participant deferral / active EE | $1,035 | $2,709-61.8% | $3,712-72.1% | $3,203-67.7% |
| Admin fee / account holder | $6,994 | $3,581+95.3% | $5,332+31.2% | $4,296+62.8% |