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 | $53,256 | $56,897-6.4% | $84,750-37.2% | $62,891-15.3% |
| Participation rate | 95.0% | 68.5%+26.5pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 5.70% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,999 | $2,400+191.7% | $3,574+95.8% | $2,281+206.9% |
| Participant deferral / active EE | $1,008 | $2,709-62.8% | $3,712-72.8% | $3,203-68.5% |
| Admin fee / account holder | $5,243 | $3,581+46.4% | $5,332-1.7% | $4,296+22.1% |