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 6-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 | $40,282 | $68,408-41.1% | $57,179-29.6% | $57,658-30.1% |
| Participation rate | 96.8% | 79.1%+17.7pp | 75.3%+21.5pp | 70.2%+26.6pp |
| Annual return | 9.68% | 8.51%+1.2pp | 14.59%-4.9pp | 5.13%+4.5pp |
| Employer contribution / active EE | $900 | $2,869-68.6% | $2,682-66.4% | $1,974-54.4% |
| Participant deferral / active EE | $955 | $2,903-67.1% | $3,096-69.2% | $3,061-68.8% |
| Admin fee / account holder | $2,268 | $70+3156.1% | $3,139-27.7% | $95+2299.2% |