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 | $40,919 | $72,277-43.4% | $101,248-59.6% | $79,858-48.8% |
| Participation rate | 97.8% | 68.5%+29.4pp | 75.8%+22.0pp | 69.6%+28.2pp |
| Annual return | 13.60% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,964 | $2,692+10.1% | $3,660-19.0% | $2,471+20.0% |
| Participant deferral / active EE | $1,152 | $3,282-64.9% | $4,370-73.6% | $3,740-69.2% |
| Admin fee / account holder | $2,806 | $4,400-36.2% | $5,945-52.8% | $5,306-47.1% |