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 | $39,651 | $49,177-19.4% | $79,464-50.1% | $64,186-38.2% |
| Participation rate | 96.8% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | 6.44% | -1.16%+7.6pp | 718.14%-711.7pp | 7.63%-1.2pp |
| Employer contribution / active EE | $2,679 | $2,076+29.0% | $2,800-4.4% | $2,381+12.5% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,524 | $3,839+70.0% | $5,113+27.6% | $4,888+33.5% |