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 | $38,533 | $60,892-36.7% | $82,389-53.2% | $84,808-54.6% |
| Participation rate | 93.3% | 63.3%+30.1pp | 69.5%+23.8pp | 68.3%+25.0pp |
| Annual return | 13.14% | 37.29%-24.2pp | 28.67%-15.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,420 | $1,779+36.0% | $2,517-3.9% | $2,631-8.0% |
| Participant deferral / active EE | $763 | $3,179-76.0% | $4,155-81.6% | $4,212-81.9% |
| Admin fee / account holder | $1,969 | $5,467-64.0% | $7,231-72.8% | $7,344-73.2% |